EdgeRock Capital’s Watsco Inc WSO Stock Holding History

EdgeRock Capital’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
2022 Q4	–	Sell	-23	Closed	-$6K	–	399
2022 Q3	$6K	Buy	+23	New	+$6.23K	﹤0.01%	231

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

EdgeRock Capital's WSO Position: Q4 2022 in Review

EdgeRock Capital sold out of Watsco Inc (WSO) in Q4 2022, closing a stake of 23 shares — an estimated $6K sold.

EdgeRock Capital first reported a position in WSO in Q3 2022 and held it in 1 quarter. The position peaked at $6K in Q3 2022. 568 funds tracked by Wall St. Rank hold WSO as of Q4 2022.

EdgeRock Capital reported no remaining Watsco Inc position as of Q4 2022 after selling out during the quarter.
EdgeRock Capital sold 23 Watsco Inc shares in Q4 2022, an estimated $6K.
EdgeRock Capital first reported a position in Watsco Inc in Q3 2022 and held it in 1 quarter.
EdgeRock Capital's Watsco Inc position peaked at $6K in Q3 2022.
568 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2022.

Based on EdgeRock Capital's 13F filing for Q4 2022, filed 14 Feb 2023.