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Beaumont Financial Advisors’s Watsco Inc WSO Stock Holding History

Beaumont Financial 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
2024
Q3 		– Sell
-526
Closed -$244K – 378
2024
Q2 		$244K Hold
526
– – 0.02% 312
2024
Q1 		$227K Hold
526
– – 0.02% 330
2023
Q4 		$225K Buy
+526
New +$204K 0.02% 309
2023
Q3 		– Sell
-526
Closed -$201K – 357
2023
Q2 		$201K Buy
+526
New +$178K 0.02% 327

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

Beaumont Financial Advisors's WSO Position: Q3 2024 in Review

Beaumont Financial Advisors sold out of Watsco Inc (WSO) in Q3 2024, closing a stake of 526 shares — an estimated $244K sold.

Beaumont Financial Advisors first reported a position in WSO in Q2 2023 and held it in 4 quarters. The position peaked at $244K in Q2 2024. 788 funds tracked by Wall St. Rank hold WSO as of Q3 2024.

  • Beaumont Financial Advisors reported no remaining Watsco Inc position as of Q3 2024 after selling out during the quarter.
  • Beaumont Financial Advisors sold 526 Watsco Inc shares in Q3 2024, an estimated $244K.
  • Beaumont Financial Advisors first reported a position in Watsco Inc in Q2 2023 and held it in 4 quarters.
  • Beaumont Financial Advisors'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 Beaumont Financial Advisors's 13F filing for Q3 2024, filed 9 Oct 2024.