CM Wealth Advisors’s Watsco Inc WSO Stock Holding History

CM Wealth 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
2023 Q2	–	Sell	-3,416	Closed	-$1.16M	–	435
2023 Q1	$1.16M	Buy	+3,416	New	+$1M	0.22%	125

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

CM Wealth Advisors's WSO Position: Q2 2023 in Review

CM Wealth Advisors sold out of Watsco Inc (WSO) in Q2 2023, closing a stake of 3,416 shares — an estimated $1.16M sold.

CM Wealth Advisors first reported a position in WSO in Q1 2023 and held it in 1 quarter. The position peaked at $1.16M in Q1 2023. 676 funds tracked by Wall St. Rank hold WSO as of Q2 2023.

CM Wealth Advisors reported no remaining Watsco Inc position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 3,416 Watsco Inc shares in Q2 2023, an estimated $1.16M.
CM Wealth Advisors first reported a position in Watsco Inc in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's Watsco Inc position peaked at $1.16M in Q1 2023.
676 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.