Financial Gravity Asset Management’s Watsco Inc WSO Stock Holding History

Financial Gravity Asset 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
2024 Q2	$463	Hold	1	–	–	﹤0.01%	921
2024 Q1	$480	Buy	+1	New	+$402	﹤0.01%	824
2023 Q4	–	Hold	0	–	–	–	889
2021 Q3	$265K	Hold	1	–	–	0.12%	135
2021 Q2	$287K	Buy	+1	New	+$286	0.1%	130
2020 Q4	$1K	Buy	+5	New	+$1.15K	﹤0.01%	462
2019 Q4	$180K	Sell	91 -25	-22%	-$4.4K	0.12%	136
2019 Q3	$20K	Buy	116 +96	+480%	+$15.6K	0.02%	457
2019 Q2	$3K	Buy	20 +1	+5%	+$157	﹤0.01%	844
2019 Q1	$3K	Buy	+19	New	+$2.73K	﹤0.01%	882
2018 Q3	$259K	Buy	1,815 +138	+8%	+$24.4K	0.27%	75
2018 Q2	$288K	Buy	1,677 +114	+7%	+$20.7K	0.27%	66
2018 Q1	$261K	Buy	+1,563	New	+$271K	0.27%	66

Other funds holding WSO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Financial Gravity Asset Management's WSO Position: Q2 2024 in Review

Financial Gravity Asset Management held its Watsco Inc (WSO) position steady in Q2 2024 at 1 share worth $463. The position accounts for ﹤0.01% of the portfolio, ranked #921.

Financial Gravity Asset Management first reported a position in WSO in Q1 2018 and has held it in 12 quarters since. The position peaked at $288K in Q2 2018. 777 funds tracked by Wall St. Rank hold WSO as of Q2 2024.

Financial Gravity Asset Management held 1 share of Watsco Inc worth $463 as of Q2 2024.
Financial Gravity Asset Management left its Watsco Inc share count unchanged in Q2 2024.
Watsco Inc made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q2 2024, its #921 holding.
Financial Gravity Asset Management first reported a position in Watsco Inc in Q1 2018 and has held it in 12 quarters since.
Financial Gravity Asset Management's Watsco Inc position peaked at $288K in Q2 2018.
777 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.