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FourThought Financial’s Watsco Inc WSO Stock Holding History

FourThought Financial’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
Q3 		$161K Hold
624
– – 0.02% 331
2022
Q2 		$149K Hold
624
– – 0.02% 357
2022
Q1 		$190K Hold
624
– – 0.02% 344
2021
Q4 		$195K Hold
624
– – 0.02% 347
2021
Q3 		$165K Hold
624
– – 0.02% 372
2021
Q2 		$178K Sell
624
-24
-4% -$6.87K 0.02% 372
2021
Q1 		$168K Hold
648
– – 0.02% 382
2020
Q4 		$146K Buy
+648
New +$149K 0.02% 399

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

FourThought Financial's WSO Position: Q3 2022 in Review

FourThought Financial held its Watsco Inc (WSO) position steady in Q3 2022 at 624 shares worth $161K. The position accounts for 0.02% of the portfolio, ranked #331.

FourThought Financial first reported a position in WSO in Q4 2020 and has held it in 8 quarters since. The position peaked at $195K in Q4 2021. 539 funds tracked by Wall St. Rank hold WSO as of Q3 2022.

  • FourThought Financial held 624 shares of Watsco Inc worth $161K as of Q3 2022.
  • FourThought Financial left its Watsco Inc share count unchanged in Q3 2022.
  • Watsco Inc made up 0.02% of FourThought Financial's portfolio in Q3 2022, its #331 holding.
  • FourThought Financial first reported a position in Watsco Inc in Q4 2020 and has held it in 8 quarters since.
  • FourThought Financial's Watsco Inc position peaked at $195K in Q4 2021.
  • 539 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.