BRWA
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B. Riley Wealth Advisors’s Watsco Inc WSO Stock Holding History

B. Riley Wealth 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 		$986K Buy
2,080
+50
+2% +$25.3K 0.03% 454
2024
Q3 		$992K Sell
2,030
-755
-27% -$363K 0.03% 500
2024
Q2 		$1.29M Sell
2,785
-536
-16% -$245K 0.03% 460
2024
Q1 		$1.25M Buy
3,321
+600
+22% +$241K 0.03% 462
2023
Q4 		$1.17M Sell
2,721
-600
-18% -$232K 0.03% 480
2023
Q3 		$1.25M Buy
3,321
+299
+10% +$108K 0.03% 462
2023
Q2 		$1.15M Buy
3,022
+209
+7% +$70.9K 0.03% 514
2023
Q1 		$895K Buy
2,813
+583
+26% +$171K 0.02% 574
2022
Q4 		$556K Buy
2,230
+32
+1% +$8.41K 0.02% 745
2022
Q3 		$567K Buy
2,198
+750
+52% +$203K 0.02% 700
2022
Q2 		$347K Sell
1,448
-14
-1% -$3.68K 0.01% 805
2022
Q1 		$446K Buy
1,462
+164
+13% +$46.8K 0.01% 814
2021
Q4 		$406K Sell
1,298
-35
-3% -$10.4K 0.01% 926
2021
Q3 		$353K Buy
1,333
+6
+0.5% +$1.68K 0.01% 958
2021
Q2 		$381K Buy
1,327
+428
+48% +$123K 0.01% 902
2021
Q1 		$235K Buy
+899
New +$222K 0.01% 1115
2015
Q1 		– Sell
-37
Closed -$4 – 1994
2014
Q4 		$4 Buy
+37
New +$3.67K ﹤0.01% 3248
2014
Q3 		– Sell
-3
Closed -$312 – 1901
2014
Q2 		$312 Buy
+3
New +$304 ﹤0.01% 2383

Other funds holding WSO

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.9T AUM 41.92% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return