Cetera Advisor Networks’s Watsco Inc WSO Stock Holding History

Cetera Advisor Networks’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 Q1	$1.25M	Sell	2,902 -19	-0.7%	-$7.63K	0.01%	1307
2023 Q4	$1.25M	Sell	2,921 -75	-3%	-$29.1K	0.01%	1240
2023 Q3	$1.13M	Sell	2,996 -83	-3%	-$30K	0.01%	1202
2023 Q2	$1.17M	Sell	3,079 -33	-1%	-$11.2K	0.01%	1161
2023 Q1	$990K	Sell	3,112 -70	-2%	-$20.6K	0.01%	1243
2022 Q4	$794K	Buy	+3,182	New	+$837K	0.01%	1323
2022 Q2	–	Sell	-750	Closed	-$229K	–	2217
2022 Q1	$229K	Buy	+750	New	+$214K	﹤0.01%	1804
2020 Q3	–	Sell	-87	Closed	-$15K	–	3034
2020 Q2	$15K	Buy	+87	New	+$14.4K	﹤0.01%	2556

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Cetera Advisor Networks's WSO Position: Q1 2024 in Review

Cetera Advisor Networks reduced its Watsco Inc (WSO) stake by 0.65% in Q1 2024, selling an estimated $7.63K and leaving 2,902 shares worth $1.25M. The position accounts for 0.01% of the portfolio, ranked #1307.

Cetera Advisor Networks first reported a position in WSO in Q2 2020 and has held it in 8 quarters since. 746 funds tracked by Wall St. Rank hold WSO as of Q1 2024.

Cetera Advisor Networks held 2,902 shares of Watsco Inc worth $1.25M as of Q1 2024.
Cetera Advisor Networks sold 19 Watsco Inc shares in Q1 2024, an estimated $7.63K.
Watsco Inc made up 0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1307 holding.
Cetera Advisor Networks first reported a position in Watsco Inc in Q2 2020 and has held it in 8 quarters since.
746 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.