Bangor Savings Bank’s Watsco Inc WSO Stock Holding History

Bangor Savings Bank’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
2023 Q2	–	Sell	-15	Closed	-$4.77K	–	557
2023 Q1	$4.77K	Buy	+15	New	+$4.41K	﹤0.01%	460

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

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Bangor Savings Bank's WSO Position: Q2 2023 in Review

Bangor Savings Bank sold out of Watsco Inc (WSO) in Q2 2023, closing a stake of 15 shares — an estimated $4.77K sold.

Bangor Savings Bank first reported a position in WSO in Q1 2023 and held it in 1 quarter. The position peaked at $4.77K in Q1 2023. 676 funds tracked by Wall St. Rank hold WSO as of Q2 2023.

Bangor Savings Bank reported no remaining Watsco Inc position as of Q2 2023 after selling out during the quarter.
Bangor Savings Bank sold 15 Watsco Inc shares in Q2 2023, an estimated $4.77K.
Bangor Savings Bank first reported a position in Watsco Inc in Q1 2023 and held it in 1 quarter.
Bangor Savings Bank's Watsco Inc position peaked at $4.77K in Q1 2023.
676 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2023.

Based on Bangor Savings Bank's 13F filing for Q2 2023, filed 7 Jul 2023.