Pinz Capital Management’s Watsco Inc WSO Stock Holding History

Pinz Capital Management’s Portfolio WSO Stock Details WSO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-400	Closed	-$63K	–	208
2020 Q1	$63K	Buy	+400	New	+$67.5K	0.17%	49

Other funds holding WSO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Pinz Capital Management's WSO Position: Q2 2020 in Review

Pinz Capital Management sold out of Watsco Inc (WSO) in Q2 2020, closing a stake of 400 shares — an estimated $63K sold.

Pinz Capital Management first reported a position in WSO in Q1 2020 and held it in 1 quarter. The position peaked at $63K in Q1 2020. 388 funds tracked by Wall St. Rank hold WSO as of Q2 2020.

Pinz Capital Management reported no remaining Watsco Inc position as of Q2 2020 after selling out during the quarter.
Pinz Capital Management sold 400 Watsco Inc shares in Q2 2020, an estimated $63K.
Pinz Capital Management first reported a position in Watsco Inc in Q1 2020 and held it in 1 quarter.
Pinz Capital Management's Watsco Inc position peaked at $63K in Q1 2020.
388 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2020.

Based on Pinz Capital Management's 13F filing for Q2 2020, filed 14 Aug 2020.