Strategic Blueprint’s Watsco Inc WSO Stock Holding History

Strategic Blueprint’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 Q3	–	Sell	-49	Closed	-$14K	–	1333
2021 Q2	$14K	Buy	+49	New	+$14K	﹤0.01%	904

Other funds holding WSO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Strategic Blueprint's WSO Position: Q3 2021 in Review

Strategic Blueprint sold out of Watsco Inc (WSO) in Q3 2021, closing a stake of 49 shares — an estimated $14K sold.

Strategic Blueprint first reported a position in WSO in Q2 2021 and held it in 1 quarter. The position peaked at $14K in Q2 2021. 477 funds tracked by Wall St. Rank hold WSO as of Q3 2021.

Strategic Blueprint reported no remaining Watsco Inc position as of Q3 2021 after selling out during the quarter.
Strategic Blueprint sold 49 Watsco Inc shares in Q3 2021, an estimated $14K.
Strategic Blueprint first reported a position in Watsco Inc in Q2 2021 and held it in 1 quarter.
Strategic Blueprint's Watsco Inc position peaked at $14K in Q2 2021.
477 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2021.

Based on Strategic Blueprint's 13F filing for Q3 2021, filed 12 Nov 2021.