RWA
WSO icon

Ropes Wealth Advisors’s Watsco Inc WSO Stock Holding History

Ropes Wealth Advisors’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
2021
Q1 		– Sell
-200
Closed -$45K – 801
2020
Q4 		$45K Buy
200
+74
+59% +$17K 0.01% 396
2020
Q3 		$29K Buy
+126
New +$28.4K 0.01% 389

Other funds holding WSO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Ropes Wealth Advisors's WSO Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Watsco Inc (WSO) in Q1 2021, closing a stake of 200 shares — an estimated $45K sold.

Ropes Wealth Advisors first reported a position in WSO in Q3 2020 and held it in 2 quarters. The position peaked at $45K in Q4 2020. 463 funds tracked by Wall St. Rank hold WSO as of Q1 2021.

  • Ropes Wealth Advisors reported no remaining Watsco Inc position as of Q1 2021 after selling out during the quarter.
  • Ropes Wealth Advisors sold 200 Watsco Inc shares in Q1 2021, an estimated $45K.
  • Ropes Wealth Advisors first reported a position in Watsco Inc in Q3 2020 and held it in 2 quarters.
  • Ropes Wealth Advisors's Watsco Inc position peaked at $45K in Q4 2020.
  • 463 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.