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 New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Cedar Wealth Management's WSO Position: Q4 2024 in Review

Cedar Wealth Management sold out of Watsco Inc (WSO) in Q4 2024, closing a stake of 230 shares — an estimated $113K sold.

Cedar Wealth Management first reported a position in WSO in Q2 2019 and held it in 22 quarters. The position peaked at $113K in Q3 2024. 822 funds tracked by Wall St. Rank hold WSO as of Q4 2024.

Cedar Wealth Management reported no remaining Watsco Inc position as of Q4 2024 after selling out during the quarter.
Cedar Wealth Management sold 230 Watsco Inc shares in Q4 2024, an estimated $113K.
Cedar Wealth Management first reported a position in Watsco Inc in Q2 2019 and held it in 22 quarters.
Cedar Wealth Management's Watsco Inc position peaked at $113K in Q3 2024.
822 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2024.

Based on Cedar Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.