BCMLT
WSO icon

Beacon Capital Management LLC (Tennessee)’s Watsco Inc WSO Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
-34
Closed -$16.7K – 1214
2024
Q3 		$16.7K Buy
+34
New +$16.3K ﹤0.01% 531

Other funds holding WSO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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

Beacon Capital Management LLC (Tennessee)'s WSO Position: Q4 2024 in Review

Beacon Capital Management LLC (Tennessee) sold out of Watsco Inc (WSO) in Q4 2024, closing a stake of 34 shares — an estimated $16.7K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in WSO in Q3 2024 and held it in 1 quarter. The position peaked at $16.7K in Q3 2024. 822 funds tracked by Wall St. Rank hold WSO as of Q4 2024.

  • Beacon Capital Management LLC (Tennessee) reported no remaining Watsco Inc position as of Q4 2024 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 34 Watsco Inc shares in Q4 2024, an estimated $16.7K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Watsco Inc in Q3 2024 and held it in 1 quarter.
  • Beacon Capital Management LLC (Tennessee)'s Watsco Inc position peaked at $16.7K in Q3 2024.
  • 822 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2024.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q4 2024, filed 30 Jan 2025.