Atlas Private Wealth Management’s Watsco Inc WSO Stock Holding History

Atlas Private Wealth 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 Q1	$1.04M	Buy	2,404 +37	+2%	+$14.9K	0.44%	73
2023 Q4	$1.01M	Sell	2,367 -126	-5%	-$48.8K	0.48%	68
2023 Q3	$942K	Buy	2,493 +27	+1%	+$9.76K	0.51%	67
2023 Q2	$941K	Sell	2,466 -21	-0.8%	-$7.12K	0.5%	69
2023 Q1	$791K	Buy	+2,487	New	+$731K	0.48%	68
2021 Q2	–	Sell	-22	Closed	-$6K	–	386
2021 Q1	$6K	Hold	22	–	–	﹤0.01%	341
2020 Q4	$5K	Buy	22 +1	+5%	+$230	﹤0.01%	340
2020 Q3	$5K	Hold	21	–	–	﹤0.01%	355
2020 Q2	$4K	Hold	21	–	–	﹤0.01%	402
2020 Q1	$3K	Buy	21 +1	+5%	+$169	﹤0.01%	394
2019 Q4	$4K	Buy	+20	New	+$3.52K	﹤0.01%	410

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Atlas Private Wealth Management's WSO Position: Q1 2024 in Review

Atlas Private Wealth Management increased its Watsco Inc (WSO) stake by 1.6% in Q1 2024, buying an estimated $14.9K and bringing the position to 2,404 shares worth $1.04M. The position accounts for 0.44% of the portfolio, ranked #73.

Atlas Private Wealth Management first reported a position in WSO in Q4 2019 and has held it in 11 quarters since. 746 funds tracked by Wall St. Rank hold WSO as of Q1 2024.

Atlas Private Wealth Management held 2,404 shares of Watsco Inc worth $1.04M as of Q1 2024.
Atlas Private Wealth Management bought 37 Watsco Inc shares in Q1 2024, an estimated $14.9K.
Watsco Inc made up 0.44% of Atlas Private Wealth Management's portfolio in Q1 2024, its #73 holding.
Atlas Private Wealth Management first reported a position in Watsco Inc in Q4 2019 and has held it in 11 quarters since.
746 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2024.

Based on Atlas Private Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.