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Coppell Advisory Solutions Corp’s Watsco Inc WSO Stock Holding History

Coppell Advisory Solutions Corp’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
-292
Closed -$72.8K – 1093
2022
Q4 		$72.8K Buy
+292
New +$76.8K 0.02% 258

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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

Coppell Advisory Solutions Corp's WSO Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of Watsco Inc (WSO) in Q1 2023, closing a stake of 292 shares — an estimated $72.8K sold.

Coppell Advisory Solutions Corp first reported a position in WSO in Q4 2022 and held it in 1 quarter. The position peaked at $72.8K in Q4 2022. 613 funds tracked by Wall St. Rank hold WSO as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining Watsco Inc position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 292 Watsco Inc shares in Q1 2023, an estimated $72.8K.
  • Coppell Advisory Solutions Corp first reported a position in Watsco Inc in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's Watsco Inc position peaked at $72.8K in Q4 2022.
  • 613 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.