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Tuttle Capital Management’s Watsco Inc WSO Stock Holding History

Tuttle 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
2021
Q3 		– Sell
-2,177
Closed -$624K – 268
2021
Q2 		$624K Buy
+2,177
New +$623K 0.28% 141

Other funds holding WSO

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Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Tuttle Capital Management's WSO Position: Q3 2021 in Review

Tuttle Capital Management sold out of Watsco Inc (WSO) in Q3 2021, closing a stake of 2,177 shares — an estimated $624K sold.

Tuttle Capital Management first reported a position in WSO in Q2 2021 and held it in 1 quarter. The position peaked at $624K in Q2 2021. 477 funds tracked by Wall St. Rank hold WSO as of Q3 2021.

  • Tuttle Capital Management reported no remaining Watsco Inc position as of Q3 2021 after selling out during the quarter.
  • Tuttle Capital Management sold 2,177 Watsco Inc shares in Q3 2021, an estimated $624K.
  • Tuttle Capital Management first reported a position in Watsco Inc in Q2 2021 and held it in 1 quarter.
  • Tuttle Capital Management's Watsco Inc position peaked at $624K in Q2 2021.
  • 477 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2021.

Based on Tuttle Capital Management's 13F filing for Q3 2021, filed 20 Oct 2021.