B.O.S.S. Retirement Advisors’s Watsco Inc WSO Stock Holding History

B.O.S.S. Retirement Advisors’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	-2,917	Closed	-$1.44M	–	297
2024 Q3	$1.44M	Sell	2,917 -38	-1%	-$18.3K	0.29%	92
2024 Q2	$1.37M	Sell	2,955 -1,328	-31%	-$607K	0.35%	81
2024 Q1	$1.84M	Sell	4,283 -494	-10%	-$198K	0.7%	55
2023 Q4	$2.05M	Sell	4,777 -819	-15%	-$317K	0.4%	81
2023 Q3	$2.11M	Sell	5,596 -518	-8%	-$187K	0.45%	67
2023 Q2	$2.33M	Sell	6,114 -233	-4%	-$79K	0.5%	53
2023 Q1	$2.02M	Sell	6,347 -2,411	-28%	-$708K	0.47%	72
2022 Q4	$2.18M	Buy	+8,758	New	+$2.3M	0.56%	59

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

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

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

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

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

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

B.O.S.S. Retirement Advisors's WSO Position: Q4 2024 in Review

B.O.S.S. Retirement Advisors sold out of Watsco Inc (WSO) in Q4 2024, closing a stake of 2,917 shares — an estimated $1.44M sold.

B.O.S.S. Retirement Advisors first reported a position in WSO in Q4 2022 and held it in 8 quarters. The position peaked at $2.33M in Q2 2023. 820 funds tracked by Wall St. Rank hold WSO as of Q4 2024.

B.O.S.S. Retirement Advisors reported no remaining Watsco Inc position as of Q4 2024 after selling out during the quarter.
B.O.S.S. Retirement Advisors sold 2,917 Watsco Inc shares in Q4 2024, an estimated $1.44M.
B.O.S.S. Retirement Advisors first reported a position in Watsco Inc in Q4 2022 and held it in 8 quarters.
B.O.S.S. Retirement Advisors's Watsco Inc position peaked at $2.33M in Q2 2023.
820 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2024.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.