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AIMCA
Alberta Investment Management Corp (AIMCo)’s
Watsco Inc
WSO
Stock Holding History
Alberta Investment Management Corp (AIMCo)’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
2026
Q1
–
Sell
-3,700
Closed
-$1.25M
–
884
2025
Q4
$1.25M
Sell
3,700
-3,300
-47%
-$1.18M
0.01%
594
2025
Q3
$2.83M
Hold
7,000
–
–
0.02%
362
2025
Q2
$3.09M
Buy
+7,000
New
+$3.25M
0.02%
330
2024
Q2
–
Sell
-700
Closed
-$302K
–
1047
2024
Q1
$302K
Hold
700
–
–
﹤0.01%
907
2023
Q4
$300K
Hold
700
–
–
﹤0.01%
911
2023
Q3
$264K
Hold
700
–
–
﹤0.01%
930
2023
Q2
$267K
Buy
+700
New
+$237K
﹤0.01%
1074
2023
Q1
–
Sell
-4,800
Closed
-$1.2M
–
1303
2022
Q4
$1.2M
Hold
4,800
–
–
0.01%
761
2022
Q3
$1.24M
Hold
4,800
–
–
0.01%
846
2022
Q2
$1.15M
Hold
4,800
–
–
0.01%
846
2022
Q1
$1.46M
Buy
+4,800
New
+$1.37M
0.01%
860
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$5.7T AUM
30.48%
1-Year Est. Return
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$427B AUM
29.17%
1-Year Est. Return
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$645B AUM
30.41%
1-Year Est. Return
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$1.9T AUM
41.92%
1-Year Est. Return
VPM
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$1.91T AUM
VCM
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$4.04T AUM
Charles Schwab
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$654B AUM
26.35%
1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Los Angeles, California
$34B AUM
6.31%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Baillie Gifford & Co
Edinburgh, United Kingdom
$97.9B AUM
20.73%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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