Cassady Schiller Wealth Management’s Watsco Inc WSO Stock Holding History

Cassady Schiller 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 Q4	$1.9K	Buy	+4	New	+$2.03K	﹤0.01%	589

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

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Cassady Schiller Wealth Management's WSO Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Watsco Inc (WSO) in Q4 2024: 4 shares worth $1.9K. The stake represents ﹤0.01% of the portfolio and ranks #589 among its holdings.

820 funds tracked by Wall St. Rank hold WSO as of Q4 2024.

Cassady Schiller Wealth Management held 4 shares of Watsco Inc worth $1.9K as of Q4 2024.
Watsco Inc was a new Cassady Schiller Wealth Management position in Q4 2024.
Watsco Inc made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #589 holding.
820 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.