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BDO Wealth Advisors’s Watsco Inc WSO Stock Holding History

BDO 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
2023
Q2 		$63.7K Buy
167
+17
+11% +$5.76K 0.01% 394
2023
Q1 		$47.7K Buy
+150
New +$44.1K 0.01% 427
2019
Q1 		– Sell
-100
Closed -$14K – 676
2018
Q4 		$14K Hold
100
– – ﹤0.01% 376
2018
Q3 		$18K Hold
100
– – 0.01% 394
2018
Q2 		$18K Buy
+100
New +$18.2K 0.01% 393

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

BDO Wealth Advisors's WSO Position: Q2 2023 in Review

BDO Wealth Advisors increased its Watsco Inc (WSO) stake by 11% in Q2 2023, buying an estimated $5.76K and bringing the position to 167 shares worth $63.7K. The position accounts for 0.01% of the portfolio, ranked #394.

BDO Wealth Advisors first reported a position in WSO in Q2 2018 and has held it in 5 quarters since. 676 funds tracked by Wall St. Rank hold WSO as of Q2 2023.

  • BDO Wealth Advisors held 167 shares of Watsco Inc worth $63.7K as of Q2 2023.
  • BDO Wealth Advisors bought 17 Watsco Inc shares in Q2 2023, an estimated $5.76K.
  • Watsco Inc made up 0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #394 holding.
  • BDO Wealth Advisors first reported a position in Watsco Inc in Q2 2018 and has held it in 5 quarters since.
  • 676 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.