CIBC Private Wealth Group
WSO icon

CIBC Private Wealth Group’s Watsco Inc WSO Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$3.79M Sell
11,246
-563
-5% -$201K 0.01% 475
2025
Q3 		$4.77M Buy
11,809
+607
+5% +$260K 0.01% 436
2025
Q2 		$4.95M Sell
11,202
-131
-1% -$60.8K 0.01% 427
2025
Q1 		$5.25M Buy
11,333
+132
+1% +$65.1K 0.01% 393
2024
Q4 		$5.23M Buy
11,201
+238
+2% +$121K 0.01% 416
2024
Q3 		$5.39M Buy
10,963
+57
+0.5% +$27.4K 0.01% 414
2024
Q2 		$5.25M Sell
10,906
-2,271
-17% -$1.04M 0.01% 396
2024
Q1 		$5.72M Sell
13,177
-43
-0.3% -$17.3K 0.01% 392
2023
Q4 		$5.66M Buy
13,220
+609
+5% +$236K 0.01% 372
2023
Q3 		$4.76M Buy
12,611
+11,770
+1,400% +$4.26M 0.01% 387
2023
Q2 		$321K Sell
841
-6
-0.7% -$2.04K ﹤0.01% 761
2023
Q1 		$269K Buy
+847
New +$249K ﹤0.01% 797
2018
Q2 		– Sell
-10
Closed -$2K – 2108
2018
Q1 		$2K Buy
+10
New +$1.73K ﹤0.01% 1823

Other funds holding WSO

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return