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

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

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

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

Gradient Investments's WSO Position: Q3 2024 in Review

Gradient Investments sold out of Watsco Inc (WSO) in Q3 2024, closing a stake of 234 shares — an estimated $108K sold.

Gradient Investments first reported a position in WSO in Q4 2017 and held it in 7 quarters. The position peaked at $108K in Q2 2024. 788 funds tracked by Wall St. Rank hold WSO as of Q3 2024.

Gradient Investments reported no remaining Watsco Inc position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 234 Watsco Inc shares in Q3 2024, an estimated $108K.
Gradient Investments first reported a position in Watsco Inc in Q4 2017 and held it in 7 quarters.
Gradient Investments's Watsco Inc position peaked at $108K in Q2 2024.
788 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.