GLLW
WSO icon

Graves Light Lenhart Wealth’s Watsco Inc WSO Stock Holding History

Graves Light Lenhart Wealth’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
2023
Q3 		– Sell
-573
Closed -$219K – 189
2023
Q2 		$219K Buy
+573
New +$194K 0.03% 168
2022
Q3 		– Sell
-204
Closed -$49K – 612
2022
Q2 		$49K Sell
204
-282
-58% -$74.2K 0.01% 311
2022
Q1 		$148K Buy
486
+282
+138% +$80.4K 0.02% 205
2021
Q4 		$64K Hold
204
– – 0.01% 368
2021
Q3 		$54K Hold
204
– – 0.01% 361
2021
Q2 		$58K Hold
204
– – 0.01% 360
2021
Q1 		$53K Hold
204
– – 0.01% 376
2020
Q4 		$46K Buy
+204
New +$46.9K 0.01% 385

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return