CTC Capital Management’s Watsco Inc WSO Stock Holding History

CTC Capital Management’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	$732K	Buy	+2,300	New	+$676K	1.53%	25

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

CTC Capital Management's WSO Position: Q1 2023 in Review

CTC Capital Management opened a new position in Watsco Inc (WSO) in Q1 2023: 2,300 shares worth $732K. The stake represents 1.53% of the portfolio and ranks #25 among its holdings.

613 funds tracked by Wall St. Rank hold WSO as of Q1 2023.

CTC Capital Management held 2,300 shares of Watsco Inc worth $732K as of Q1 2023.
Watsco Inc was a new CTC Capital Management position in Q1 2023.
Watsco Inc made up 1.53% of CTC Capital Management's portfolio in Q1 2023, its #25 holding.
613 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2023.

Based on CTC Capital Management's 13F filing for Q1 2023, filed 5 May 2023.