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Vantage Consulting Group’s Watsco Inc WSO Stock Holding History

Vantage Consulting Group’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
-18
Closed -$4K – 1592
2020
Q4 		$4K Buy
+18
New +$4.14K ﹤0.01% 1527

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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

Vantage Consulting Group's WSO Position: Q1 2021 in Review

Vantage Consulting Group sold out of Watsco Inc (WSO) in Q1 2021, closing a stake of 18 shares — an estimated $4K sold.

Vantage Consulting Group first reported a position in WSO in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 463 funds tracked by Wall St. Rank hold WSO as of Q1 2021.

  • Vantage Consulting Group reported no remaining Watsco Inc position as of Q1 2021 after selling out during the quarter.
  • Vantage Consulting Group sold 18 Watsco Inc shares in Q1 2021, an estimated $4K.
  • Vantage Consulting Group first reported a position in Watsco Inc in Q4 2020 and held it in 1 quarter.
  • Vantage Consulting Group's Watsco Inc position peaked at $4K in Q4 2020.
  • 463 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2021.

Based on Vantage Consulting Group's 13F filing for Q1 2021, filed 14 May 2021.