Cascadia Advisory Services’s Watsco Inc WSO Stock Holding History

Cascadia Advisory Services’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
2019 Q4	$271K	Buy	+1,505	New	+$265K	0.08%	213

Other funds holding WSO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Cascadia Advisory Services's WSO Position: Q4 2019 in Review

Cascadia Advisory Services opened a new position in Watsco Inc (WSO) in Q4 2019: 1,505 shares worth $271K. The stake represents 0.08% of the portfolio and ranks #213 among its holdings.

392 funds tracked by Wall St. Rank hold WSO as of Q4 2019.

Cascadia Advisory Services held 1,505 shares of Watsco Inc worth $271K as of Q4 2019.
Watsco Inc was a new Cascadia Advisory Services position in Q4 2019.
Watsco Inc made up 0.08% of Cascadia Advisory Services's portfolio in Q4 2019, its #213 holding.
392 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2019.

Based on Cascadia Advisory Services's 13F filing for Q4 2019, filed 11 Feb 2020.