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Wealthspire Advisors (Maryland)’s Watsco Inc WSO Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-344
Closed -$49K – 2060
2019
Q1 		$49K Sell
344
-29
-8% -$4.16K ﹤0.01% 907
2018
Q4 		$52K Sell
373
-15
-4% -$2.29K ﹤0.01% 844
2018
Q3 		$69K Sell
388
-7
-2% -$1.24K 0.01% 843
2018
Q2 		$70K Sell
395
-4
-1% -$728 0.01% 850
2018
Q1 		$72K Sell
399
-19
-5% -$3.29K 0.01% 842
2017
Q4 		$71K Sell
418
-147
-26% -$24.3K 0.01% 864
2017
Q3 		$91K Sell
565
-17
-3% -$2.57K 0.01% 754
2017
Q2 		$90K Buy
582
+110
+23% +$15.7K 0.01% 729
2017
Q1 		$68K Buy
472
+27
+6% +$4.04K 0.01% 715
2016
Q4 		$66K Buy
445
+115
+35% +$16.7K 0.01% 698
2016
Q3 		$46K Buy
330
+135
+69% +$19.3K 0.01% 802
2016
Q2 		$27K Buy
+195
New +$26.2K ﹤0.01% 904

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s WSO Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Watsco Inc (WSO) in Q2 2019, closing a stake of 344 shares — an estimated $49K sold.

Wealthspire Advisors (Maryland) first reported a position in WSO in Q2 2016 and held it in 12 quarters. The position peaked at $91K in Q3 2017. 381 funds tracked by Wall St. Rank hold WSO as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Watsco Inc position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 344 Watsco Inc shares in Q2 2019, an estimated $49K.
  • Wealthspire Advisors (Maryland) first reported a position in Watsco Inc in Q2 2016 and held it in 12 quarters.
  • Wealthspire Advisors (Maryland)'s Watsco Inc position peaked at $91K in Q3 2017.
  • 381 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.