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Banque Cantonale Vaudoise’s Watsco Inc WSO Stock Holding History

Banque Cantonale Vaudoise’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
Q3 		– Sell
-525
Closed -$244K – 1030
2024
Q2 		$244K Buy
+525
New +$240K 0.01% 569
2023
Q4 		– Sell
-553
Closed -$209K – 1206
2023
Q3 		$209K Buy
+553
New +$200K 0.01% 668

Other funds holding WSO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Banque Cantonale Vaudoise's WSO Position: Q3 2024 in Review

Banque Cantonale Vaudoise sold out of Watsco Inc (WSO) in Q3 2024, closing a stake of 525 shares — an estimated $244K sold.

Banque Cantonale Vaudoise first reported a position in WSO in Q3 2023 and held it in 2 quarters. The position peaked at $244K in Q2 2024. 788 funds tracked by Wall St. Rank hold WSO as of Q3 2024.

  • Banque Cantonale Vaudoise reported no remaining Watsco Inc position as of Q3 2024 after selling out during the quarter.
  • Banque Cantonale Vaudoise sold 525 Watsco Inc shares in Q3 2024, an estimated $244K.
  • Banque Cantonale Vaudoise first reported a position in Watsco Inc in Q3 2023 and held it in 2 quarters.
  • Banque Cantonale Vaudoise's Watsco Inc position peaked at $244K in Q2 2024.
  • 788 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2024.

Based on Banque Cantonale Vaudoise's 13F filing for Q3 2024, filed 8 Nov 2024.