Aspire Private Capital’s Watsco Inc WSO Stock Holding History

Aspire Private Capital’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	-18	Closed	-$8.85K	–	646
2024 Q3	$8.85K	Hold	18	–	–	﹤0.01%	400
2024 Q2	$8.34K	Hold	18	–	–	﹤0.01%	403
2024 Q1	$7.78K	Hold	18	–	–	﹤0.01%	427
2023 Q4	$7.71K	Hold	18	–	–	﹤0.01%	423
2023 Q3	$6.8K	Hold	18	–	–	﹤0.01%	443
2023 Q2	$6.87K	Hold	18	–	–	﹤0.01%	417
2023 Q1	$5.73K	Hold	18	–	–	﹤0.01%	422
2022 Q4	$4.49K	Hold	18	–	–	﹤0.01%	440
2022 Q3	$5K	Hold	18	–	–	﹤0.01%	429
2022 Q2	$4K	Hold	18	–	–	﹤0.01%	438
2022 Q1	$5K	Hold	18	–	–	﹤0.01%	409
2021 Q4	$6K	Hold	18	–	–	﹤0.01%	401
2021 Q3	$5K	Hold	18	–	–	﹤0.01%	392
2021 Q2	$5K	Hold	18	–	–	﹤0.01%	403
2021 Q1	$5K	Hold	18	–	–	﹤0.01%	397
2020 Q4	$4K	Hold	18	–	–	﹤0.01%	333
2020 Q3	$4K	Buy	+18	New	+$4.05K	﹤0.01%	332

Other funds holding WSO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Aspire Private Capital's WSO Position: Q4 2024 in Review

Aspire Private Capital sold out of Watsco Inc (WSO) in Q4 2024, closing a stake of 18 shares — an estimated $8.85K sold.

Aspire Private Capital first reported a position in WSO in Q3 2020 and held it in 17 quarters. The position peaked at $8.85K in Q3 2024. 822 funds tracked by Wall St. Rank hold WSO as of Q4 2024.

Aspire Private Capital reported no remaining Watsco Inc position as of Q4 2024 after selling out during the quarter.
Aspire Private Capital sold 18 Watsco Inc shares in Q4 2024, an estimated $8.85K.
Aspire Private Capital first reported a position in Watsco Inc in Q3 2020 and held it in 17 quarters.
Aspire Private Capital's Watsco Inc position peaked at $8.85K in Q3 2024.
822 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2024.

Based on Aspire Private Capital's 13F filing for Q4 2024, filed 17 Jan 2025.