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BKM Wealth Management’s Watsco Inc WSO Stock Holding History

BKM 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
Q1 		– Sell
-74
Closed -$31.7K – 568
2023
Q4 		$31.7K Buy
+74
New +$28.7K 0.01% 312

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BKM Wealth Management's WSO Position: Q1 2024 in Review

BKM Wealth Management sold out of Watsco Inc (WSO) in Q1 2024, closing a stake of 74 shares — an estimated $31.7K sold.

BKM Wealth Management first reported a position in WSO in Q4 2023 and held it in 1 quarter. The position peaked at $31.7K in Q4 2023. 745 funds tracked by Wall St. Rank hold WSO as of Q1 2024.

  • BKM Wealth Management reported no remaining Watsco Inc position as of Q1 2024 after selling out during the quarter.
  • BKM Wealth Management sold 74 Watsco Inc shares in Q1 2024, an estimated $31.7K.
  • BKM Wealth Management first reported a position in Watsco Inc in Q4 2023 and held it in 1 quarter.
  • BKM Wealth Management's Watsco Inc position peaked at $31.7K in Q4 2023.
  • 745 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.