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Cherry Tree Wealth Management’s Watsco Inc WSO Stock Holding History

Cherry Tree 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
Q1 		– Sell
-10
Closed -$4.29K – 625
2023
Q4 		$4.29K Hold
10
– – ﹤0.01% 443
2023
Q3 		$3.78K Hold
10
– – ﹤0.01% 437
2023
Q2 		$3.81K Buy
+10
New +$3.39K ﹤0.01% 435

Other funds holding WSO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Cherry Tree Wealth Management's WSO Position: Q1 2024 in Review

Cherry Tree Wealth Management sold out of Watsco Inc (WSO) in Q1 2024, closing a stake of 10 shares — an estimated $4.29K sold.

Cherry Tree Wealth Management first reported a position in WSO in Q2 2023 and held it in 3 quarters. The position peaked at $4.29K in Q4 2023. 748 funds tracked by Wall St. Rank hold WSO as of Q1 2024.

  • Cherry Tree Wealth Management reported no remaining Watsco Inc position as of Q1 2024 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 10 Watsco Inc shares in Q1 2024, an estimated $4.29K.
  • Cherry Tree Wealth Management first reported a position in Watsco Inc in Q2 2023 and held it in 3 quarters.
  • Cherry Tree Wealth Management's Watsco Inc position peaked at $4.29K in Q4 2023.
  • 748 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2024.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2024, filed 1 May 2024.