Gradient Investments’s Watsco Inc WSO Stock Holding History

Gradient Investments’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 Q3	–	Sell	-234	Closed	-$108K	–	1305
2024 Q2	$108K	Buy	+234	New	+$107K	﹤0.01%	391
2023 Q2	–	Sell	-5	Closed	-$1.59K	–	1891
2023 Q1	$1.59K	Buy	+5	New	+$1.47K	﹤0.01%	1140
2022 Q4	–	Sell	-14	Closed	-$4K	–	1674
2022 Q3	$4K	Buy	+14	New	+$3.79K	﹤0.01%	1024
2021 Q3	–	Sell	-6	Closed	-$2K	–	1268
2021 Q2	$2K	Buy	+6	New	+$1.72K	﹤0.01%	1027
2019 Q4	–	Sell	-3	Closed	-$1K	–	1249
2019 Q3	$1K	Sell	3 -48	-94%	-$7.78K	﹤0.01%	1059
2019 Q2	$8K	Buy	+51	New	+$8.01K	﹤0.01%	712
2018 Q1	–	Sell	-3	Closed	-$1K	–	1179
2017 Q4	$1K	Buy	+3	New	+$496	﹤0.01%	969

Other funds holding WSO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Geode Capital Management

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

Capital World Investors

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