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Comerica Securities’s Watsco Inc WSO Stock Holding History

Comerica Securities’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
Q1 		– Sell
-170
Closed -$42.4K – 1420
2022
Q4 		$42.4K Buy
+170
New +$44.7K ﹤0.01% 754
2017
Q3 		– Sell
-7,676
Closed -$1.18M – 407
2017
Q2 		$1.18M Buy
+7,676
New +$1.1M 0.18% 154

Other funds holding WSO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Comerica Securities's WSO Position: Q1 2023 in Review

Comerica Securities sold out of Watsco Inc (WSO) in Q1 2023, closing a stake of 170 shares — an estimated $42.4K sold.

Comerica Securities first reported a position in WSO in Q2 2017 and held it in 2 quarters. The position peaked at $1.18M in Q2 2017. 613 funds tracked by Wall St. Rank hold WSO as of Q1 2023.

  • Comerica Securities reported no remaining Watsco Inc position as of Q1 2023 after selling out during the quarter.
  • Comerica Securities sold 170 Watsco Inc shares in Q1 2023, an estimated $42.4K.
  • Comerica Securities first reported a position in Watsco Inc in Q2 2017 and held it in 2 quarters.
  • Comerica Securities's Watsco Inc position peaked at $1.18M in Q2 2017.
  • 613 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2023.

Based on Comerica Securities's 13F filing for Q1 2023, filed 27 Apr 2023.