Financial Synergies Wealth Advisors’s Watsco Inc WSO Stock Holding History

Financial Synergies Wealth 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 Q2	–	Sell	-27	Closed	-$11.7K	–	483
2024 Q1	$11.7K	Hold	27	–	–	﹤0.01%	238
2023 Q4	$6.73K	Hold	27	–	–	﹤0.01%	204
2023 Q3	$10.2K	Hold	27	–	–	﹤0.01%	231
2023 Q2	$10.3K	Sell	27 -18	-40%	-$6.1K	﹤0.01%	228
2023 Q1	$14.3K	Buy	45 +18	+67%	+$5.29K	﹤0.01%	209
2022 Q4	$6.73K	Buy	+27	New	+$7.1K	﹤0.01%	204

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

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Financial Synergies Wealth Advisors's WSO Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Watsco Inc (WSO) in Q2 2024, closing a stake of 27 shares — an estimated $11.7K sold.

Financial Synergies Wealth Advisors first reported a position in WSO in Q4 2022 and held it in 6 quarters. The position peaked at $14.3K in Q1 2023. 775 funds tracked by Wall St. Rank hold WSO as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Watsco Inc position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 27 Watsco Inc shares in Q2 2024, an estimated $11.7K.
Financial Synergies Wealth Advisors first reported a position in Watsco Inc in Q4 2022 and held it in 6 quarters.
Financial Synergies Wealth Advisors's Watsco Inc position peaked at $14.3K in Q1 2023.
775 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.