Hazlett, Burt & Watson’s Watsco Inc WSO Stock Holding History

Hazlett, Burt & Watson’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	-10	Closed	-$5K	–	753
2024 Q2	$5K	Buy	+10	New	+$4.57K	﹤0.01%	598

Other funds holding WSO

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

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 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 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 Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

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

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

Hazlett, Burt & Watson's WSO Position: Q3 2024 in Review

Hazlett, Burt & Watson sold out of Watsco Inc (WSO) in Q3 2024, closing a stake of 10 shares — an estimated $5K sold.

Hazlett, Burt & Watson first reported a position in WSO in Q2 2024 and held it in 1 quarter. The position peaked at $5K in Q2 2024. 786 funds tracked by Wall St. Rank hold WSO as of Q3 2024.

Hazlett, Burt & Watson reported no remaining Watsco Inc position as of Q3 2024 after selling out during the quarter.
Hazlett, Burt & Watson sold 10 Watsco Inc shares in Q3 2024, an estimated $5K.
Hazlett, Burt & Watson first reported a position in Watsco Inc in Q2 2024 and held it in 1 quarter.
Hazlett, Burt & Watson's Watsco Inc position peaked at $5K in Q2 2024.
786 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2024.

Based on Hazlett, Burt & Watson's 13F filing for Q3 2024, filed 30 Oct 2024.