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Atticus Wealth Management’s Watsco Inc WSO Stock Holding History

Atticus 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
Q2 		– Sell
-11
Closed -$4.75K – 575
2024
Q1 		$4.75K Hold
11
– – ﹤0.01% 448
2023
Q4 		$4.71K Hold
11
– – ﹤0.01% 451
2023
Q3 		$4.16K Sell
11
-4
-27% -$1.45K ﹤0.01% 462
2023
Q2 		$5.75K Buy
15
+11
+275% +$3.73K ﹤0.01% 441
2023
Q1 		$1.29K Sell
4
-24
-86% -$7.05K ﹤0.01% 490
2022
Q4 		$6.98K Buy
+28
New +$7.36K ﹤0.01% 412
2021
Q3 		– Sell
-3
Closed -$1K – 464
2021
Q2 		$1K Hold
3
– – ﹤0.01% 377
2021
Q1 		$1K Hold
3
– – ﹤0.01% 339
2020
Q4 		$1K Hold
3
– – ﹤0.01% 331
2020
Q3 		$1K Hold
3
– – ﹤0.01% 310
2020
Q2 		$1K Hold
3
– – ﹤0.01% 293
2020
Q1 		$0 Buy
+3
New +$507 ﹤0.01% 439

Other funds holding WSO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Atticus Wealth Management's WSO Position: Q2 2024 in Review

Atticus Wealth Management sold out of Watsco Inc (WSO) in Q2 2024, closing a stake of 11 shares — an estimated $4.75K sold.

Atticus Wealth Management first reported a position in WSO in Q1 2020 and held it in 12 quarters. The position peaked at $6.98K in Q4 2022. 777 funds tracked by Wall St. Rank hold WSO as of Q2 2024.

  • Atticus Wealth Management reported no remaining Watsco Inc position as of Q2 2024 after selling out during the quarter.
  • Atticus Wealth Management sold 11 Watsco Inc shares in Q2 2024, an estimated $4.75K.
  • Atticus Wealth Management first reported a position in Watsco Inc in Q1 2020 and held it in 12 quarters.
  • Atticus Wealth Management's Watsco Inc position peaked at $6.98K in Q4 2022.
  • 777 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2024.

Based on Atticus Wealth Management's 13F filing for Q2 2024, filed 17 Jul 2024.