CWM
WSO icon

Cedar Wealth Management’s Watsco Inc WSO Stock Holding History

Cedar 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 		– Sell
-230
Closed -$113K – 261
2024
Q3 		$113K Hold
230
– – 0.04% 124
2024
Q2 		$107K Hold
230
– – 0.03% 129
2024
Q1 		$99.4K Hold
230
– – 0.03% 133
2023
Q4 		$98.5K Hold
230
– – 0.04% 126
2023
Q3 		$86.9K Hold
230
– – 0.03% 133
2023
Q2 		$87.7K Hold
230
– – 0.03% 134
2023
Q1 		$73.2K Hold
230
– – 0.03% 132
2022
Q4 		$57.4K Hold
230
– – 0.03% 135
2022
Q3 		$59K Hold
230
– – 0.03% 156
2022
Q2 		$55K Hold
230
– – 0.03% 164
2022
Q1 		$70K Hold
230
– – 0.03% 159
2021
Q4 		$72K Hold
230
– – 0.03% 162
2021
Q3 		$61K Hold
230
– – 0.03% 152
2021
Q2 		$66K Hold
230
– – 0.03% 157
2021
Q1 		$60K Hold
230
– – 0.03% 148
2020
Q4 		$52K Hold
230
– – 0.03% 135
2020
Q3 		$54K Hold
230
– – 0.03% 124
2020
Q2 		$41K Hold
230
– – 0.03% 132
2020
Q1 		$36K Hold
230
– – 0.02% 137
2019
Q4 		$41K Hold
230
– – 0.02% 98
2019
Q3 		$39K Hold
230
– – 0.03% 100
2019
Q2 		$38K Buy
+230
New +$36.1K 0.02% 117

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