Annapolis Financial Services’s Watsco Inc WSO Stock Holding History

Annapolis Financial Services’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 Q3	$517	Buy	+1	New	+$481	﹤0.01%	398

Other funds holding WSO

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

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

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

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

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

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Annapolis Financial Services's WSO Position: Q3 2024 in Review

Annapolis Financial Services opened a new position in Watsco Inc (WSO) in Q3 2024: 1 share worth $517. The stake represents ﹤0.01% of the portfolio and ranks #398 among its holdings.

786 funds tracked by Wall St. Rank hold WSO as of Q3 2024.

Annapolis Financial Services held 1 share of Watsco Inc worth $517 as of Q3 2024.
Watsco Inc was a new Annapolis Financial Services position in Q3 2024.
Watsco Inc made up ﹤0.01% of Annapolis Financial Services's portfolio in Q3 2024, its #398 holding.
786 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.