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Americana Partners’s Watsco Inc WSO Stock Holding History

Americana 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
2024
Q4 		– Sell
-2,889
Closed -$1.42M – 411
2024
Q3 		$1.42M Sell
2,889
-166
-5% -$79.8K 0.1% 162
2024
Q2 		$1.42M Buy
3,055
+138
+5% +$63.1K 0.11% 158
2024
Q1 		$1.26M Buy
2,917
+608
+26% +$244K 0.11% 164
2023
Q4 		$976K Buy
2,309
+267
+13% +$103K 0.09% 162
2023
Q3 		$761K Buy
2,042
+295
+17% +$107K 0.08% 175
2023
Q2 		$666K Buy
1,747
+420
+32% +$142K 0.09% 170
2023
Q1 		$422K Buy
+1,327
New +$390K 0.07% 194

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Americana Partners's WSO Position: Q4 2024 in Review

Americana Partners sold out of Watsco Inc (WSO) in Q4 2024, closing a stake of 2,889 shares — an estimated $1.42M sold.

Americana Partners first reported a position in WSO in Q1 2023 and held it in 7 quarters. The position peaked at $1.42M in Q3 2024. 820 funds tracked by Wall St. Rank hold WSO as of Q4 2024.

  • Americana Partners reported no remaining Watsco Inc position as of Q4 2024 after selling out during the quarter.
  • Americana Partners sold 2,889 Watsco Inc shares in Q4 2024, an estimated $1.42M.
  • Americana Partners first reported a position in Watsco Inc in Q1 2023 and held it in 7 quarters.
  • Americana Partners's Watsco Inc position peaked at $1.42M in Q3 2024.
  • 820 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2024.

Based on Americana Partners's 13F filing for Q4 2024, filed 31 Jan 2025.