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Beaird Harris Wealth Management’s Watsco Inc WSO Stock Holding History

Beaird Harris Wealth Management’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
Q2 		– Hold
0
– – – 684
2023
Q1 		– Sell
-8
Closed -$2K – 754
2022
Q4 		$2K Buy
+8
New +$2.1K ﹤0.01% 585

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Beaird Harris Wealth Management's WSO Position: Q2 2024 in Review

Beaird Harris Wealth Management held its Watsco Inc (WSO) position steady in Q2 2024 at 0 shares worth $47. The position accounts for ﹤0.01% of the portfolio, ranked #684.

Beaird Harris Wealth Management first reported a position in WSO in Q4 2022 and has held it in 1 quarter since. The position peaked at $2K in Q4 2022. 775 funds tracked by Wall St. Rank hold WSO as of Q2 2024.

  • Beaird Harris Wealth Management held 0 shares of Watsco Inc worth $47 as of Q2 2024.
  • Beaird Harris Wealth Management left its Watsco Inc share count unchanged in Q2 2024.
  • Watsco Inc made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2024, its #684 holding.
  • Beaird Harris Wealth Management first reported a position in Watsco Inc in Q4 2022 and has held it in 1 quarter since.
  • Beaird Harris Wealth Management's Watsco Inc position peaked at $2K in Q4 2022.
  • 775 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2024, filed 15 Aug 2024.