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Accel Wealth Management’s Watsco Inc WSO Stock Holding History

Accel Wealth 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
2022
Q3 		– Sell
-150
Closed -$38K – 1099
2022
Q2 		$38K Buy
150
+60
+67% +$15.8K 0.02% 405
2022
Q1 		$27K Buy
90
+1
+1% +$285 0.01% 497
2021
Q4 		$28K Buy
+89
New +$26.4K 0.01% 505

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Accel Wealth Management's WSO Position: Q3 2022 in Review

Accel Wealth Management sold out of Watsco Inc (WSO) in Q3 2022, closing a stake of 150 shares — an estimated $38K sold.

Accel Wealth Management first reported a position in WSO in Q4 2021 and held it in 3 quarters. The position peaked at $38K in Q2 2022. 538 funds tracked by Wall St. Rank hold WSO as of Q3 2022.

  • Accel Wealth Management reported no remaining Watsco Inc position as of Q3 2022 after selling out during the quarter.
  • Accel Wealth Management sold 150 Watsco Inc shares in Q3 2022, an estimated $38K.
  • Accel Wealth Management first reported a position in Watsco Inc in Q4 2021 and held it in 3 quarters.
  • Accel Wealth Management's Watsco Inc position peaked at $38K in Q2 2022.
  • 538 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2022.

Based on Accel Wealth Management's 13F filing for Q3 2022, filed 12 Oct 2022.