ASB Consultores’s Watsco Inc WSO Stock Holding History

ASB Consultores’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	-642	Closed	-$277K	–	297
2024 Q1	$277K	Buy	+642	New	+$258K	0.07%	233

Other funds holding WSO

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

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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

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

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

ASB Consultores's WSO Position: Q2 2024 in Review

ASB Consultores sold out of Watsco Inc (WSO) in Q2 2024, closing a stake of 642 shares — an estimated $277K sold.

ASB Consultores first reported a position in WSO in Q1 2024 and held it in 1 quarter. The position peaked at $277K in Q1 2024. 775 funds tracked by Wall St. Rank hold WSO as of Q2 2024.

ASB Consultores reported no remaining Watsco Inc position as of Q2 2024 after selling out during the quarter.
ASB Consultores sold 642 Watsco Inc shares in Q2 2024, an estimated $277K.
ASB Consultores first reported a position in Watsco Inc in Q1 2024 and held it in 1 quarter.
ASB Consultores's Watsco Inc position peaked at $277K in Q1 2024.
775 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2024.

Based on ASB Consultores's 13F filing for Q2 2024, filed 12 Aug 2024.