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Center for Financial Planning’s Watsco Inc WSO Stock Holding History

Center for Financial Planning’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
2022
Q4 		– Sell
-8
Closed -$2K – 672
2022
Q3 		$2K Buy
+8
New +$2.17K ﹤0.01% 569
2020
Q2 		– Sell
-66
Closed -$10K – 586
2020
Q1 		$10K Buy
+66
New +$11.1K ﹤0.01% 332

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Center for Financial Planning's WSO Position: Q4 2022 in Review

Center for Financial Planning sold out of Watsco Inc (WSO) in Q4 2022, closing a stake of 8 shares — an estimated $2K sold.

Center for Financial Planning first reported a position in WSO in Q1 2020 and held it in 2 quarters. The position peaked at $10K in Q1 2020. 568 funds tracked by Wall St. Rank hold WSO as of Q4 2022.

  • Center for Financial Planning reported no remaining Watsco Inc position as of Q4 2022 after selling out during the quarter.
  • Center for Financial Planning sold 8 Watsco Inc shares in Q4 2022, an estimated $2K.
  • Center for Financial Planning first reported a position in Watsco Inc in Q1 2020 and held it in 2 quarters.
  • Center for Financial Planning's Watsco Inc position peaked at $10K in Q1 2020.
  • 568 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2022.

Based on Center for Financial Planning's 13F filing for Q4 2022, filed 27 Jan 2023.