Wealthcare Advisory Partners’s Watsco Inc WSO Stock Holding History

Wealthcare Advisory Partners’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	-13	Closed	-$2K	–	1372
2020 Q1	$2K	Hold	13	–	–	﹤0.01%	1333
2019 Q4	$2K	Hold	13	–	–	﹤0.01%	1287
2019 Q3	$2K	Hold	13	–	–	﹤0.01%	1249
2019 Q2	$2K	Hold	13	–	–	﹤0.01%	1210
2019 Q1	$2K	Hold	13	–	–	﹤0.01%	1119
2018 Q4	$2K	Hold	13	–	–	﹤0.01%	1101
2018 Q3	$2K	Hold	13	–	–	﹤0.01%	1140
2018 Q2	$2K	Hold	13	–	–	﹤0.01%	1141
2018 Q1	$2K	Hold	13	–	–	﹤0.01%	979
2017 Q4	$2K	Hold	13	–	–	﹤0.01%	942
2017 Q3	$2K	Buy	+13	New	+$1.96K	﹤0.01%	782

Other funds holding WSO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Wealthcare Advisory Partners's WSO Position: Q2 2020 in Review

Wealthcare Advisory Partners sold out of Watsco Inc (WSO) in Q2 2020, closing a stake of 13 shares — an estimated $2K sold.

Wealthcare Advisory Partners first reported a position in WSO in Q3 2017 and held it in 11 quarters. The position peaked at $2K in Q1 2020. 388 funds tracked by Wall St. Rank hold WSO as of Q2 2020.

Wealthcare Advisory Partners reported no remaining Watsco Inc position as of Q2 2020 after selling out during the quarter.
Wealthcare Advisory Partners sold 13 Watsco Inc shares in Q2 2020, an estimated $2K.
Wealthcare Advisory Partners first reported a position in Watsco Inc in Q3 2017 and held it in 11 quarters.
Wealthcare Advisory Partners's Watsco Inc position peaked at $2K in Q1 2020.
388 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2020.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2020, filed 29 Jul 2020.