Claris Advisors’s Watsco Inc WSO Stock Holding History

Claris Advisors’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	-2	Closed	-$984	–	1177
2024 Q3	$984	Buy	+2	New	+$961	﹤0.01%	442

Other funds holding WSO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Claris Advisors's WSO Position: Q4 2024 in Review

Claris Advisors sold out of Watsco Inc (WSO) in Q4 2024, closing a stake of 2 shares — an estimated $984 sold.

Claris Advisors first reported a position in WSO in Q3 2024 and held it in 1 quarter. The position peaked at $984 in Q3 2024. 820 funds tracked by Wall St. Rank hold WSO as of Q4 2024.

Claris Advisors reported no remaining Watsco Inc position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 2 Watsco Inc shares in Q4 2024, an estimated $984.
Claris Advisors first reported a position in Watsco Inc in Q3 2024 and held it in 1 quarter.
Claris Advisors's Watsco Inc position peaked at $984 in Q3 2024.
820 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.