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Squar Milner Financial Services’s Watsco Inc WSO Stock Holding History

Squar Milner Financial Services’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
-173
Closed -$27K – 734
2020
Q1 		$27K Buy
173
+15
+9% +$2.53K 0.02% 431
2019
Q4 		$28K Buy
+158
New +$27.8K 0.01% 476
2019
Q3 		– Sell
-12
Closed -$2K – 728
2019
Q2 		$2K Buy
+12
New +$1.89K ﹤0.01% 756

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Squar Milner Financial Services's WSO Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Watsco Inc (WSO) in Q2 2020, closing a stake of 173 shares — an estimated $27K sold.

Squar Milner Financial Services first reported a position in WSO in Q2 2019 and held it in 3 quarters. The position peaked at $28K in Q4 2019. 388 funds tracked by Wall St. Rank hold WSO as of Q2 2020.

  • Squar Milner Financial Services reported no remaining Watsco Inc position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 173 Watsco Inc shares in Q2 2020, an estimated $27K.
  • Squar Milner Financial Services first reported a position in Watsco Inc in Q2 2019 and held it in 3 quarters.
  • Squar Milner Financial Services's Watsco Inc position peaked at $28K in Q4 2019.
  • 388 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.