Price Wealth’s Watsco Inc WSO Stock Holding History

Price Wealth’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 Q3	$19K	Hold	82	–	–	0.01%	193
2020 Q2	$15K	Hold	82	–	–	﹤0.01%	142
2020 Q1	$13K	Buy	82 +9	+12%	+$1.52K	﹤0.01%	144
2019 Q4	$13K	Buy	+73	New	+$12.8K	﹤0.01%	152

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Price Wealth's WSO Position: Q3 2020 in Review

Price Wealth held its Watsco Inc (WSO) position steady in Q3 2020 at 82 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #193.

Price Wealth first reported a position in WSO in Q4 2019 and has held it in 4 quarters since. 440 funds tracked by Wall St. Rank hold WSO as of Q3 2020.

Price Wealth held 82 shares of Watsco Inc worth $19K as of Q3 2020.
Price Wealth left its Watsco Inc share count unchanged in Q3 2020.
Watsco Inc made up 0.01% of Price Wealth's portfolio in Q3 2020, its #193 holding.
Price Wealth first reported a position in Watsco Inc in Q4 2019 and has held it in 4 quarters since.
440 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2020.

Based on Price Wealth's 13F filing for Q3 2020, filed 22 Oct 2020.