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Asahi Life Asset Management’s Watsco Inc WSO Stock Holding History

Asahi Life Asset 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
2024
Q2 		– Sell
-860
Closed -$371K – 224
2024
Q1 		$371K Buy
+860
New +$346K 0.22% 103

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

Asahi Life Asset Management's WSO Position: Q2 2024 in Review

Asahi Life Asset Management sold out of Watsco Inc (WSO) in Q2 2024, closing a stake of 860 shares — an estimated $371K sold.

Asahi Life Asset Management first reported a position in WSO in Q1 2024 and held it in 1 quarter. The position peaked at $371K in Q1 2024. 775 funds tracked by Wall St. Rank hold WSO as of Q2 2024.

  • Asahi Life Asset Management reported no remaining Watsco Inc position as of Q2 2024 after selling out during the quarter.
  • Asahi Life Asset Management sold 860 Watsco Inc shares in Q2 2024, an estimated $371K.
  • Asahi Life Asset Management first reported a position in Watsco Inc in Q1 2024 and held it in 1 quarter.
  • Asahi Life Asset Management's Watsco Inc position peaked at $371K in Q1 2024.
  • 775 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2024.

Based on Asahi Life Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.