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Criterion Capital Advisors’s Watsco Inc WSO Stock Holding History

Criterion Capital 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 		$12K Hold
26
– – 0.01% 236
2024
Q3 		$12K Hold
26
– – 0.01% 236
2024
Q2 		$12K Sell
26
-9
-26% -$4.11K 0.01% 236
2024
Q1 		$15.1K Sell
35
-9
-20% -$3.62K 0.01% 221
2023
Q4 		$18.9K Buy
+44
New +$17K 0.01% 212

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Criterion Capital Advisors's WSO Position: Q4 2024 in Review

Criterion Capital Advisors held its Watsco Inc (WSO) position steady in Q4 2024 at 26 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #236.

Criterion Capital Advisors first reported a position in WSO in Q4 2023 and has held it in 5 quarters since. The position peaked at $18.9K in Q4 2023. 820 funds tracked by Wall St. Rank hold WSO as of Q4 2024.

  • Criterion Capital Advisors held 26 shares of Watsco Inc worth $12K as of Q4 2024.
  • Criterion Capital Advisors left its Watsco Inc share count unchanged in Q4 2024.
  • Watsco Inc made up 0.01% of Criterion Capital Advisors's portfolio in Q4 2024, its #236 holding.
  • Criterion Capital Advisors first reported a position in Watsco Inc in Q4 2023 and has held it in 5 quarters since.
  • Criterion Capital Advisors's Watsco Inc position peaked at $18.9K in Q4 2023.
  • 820 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.