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HC Financial Advisors’s Watsco Inc WSO Stock Holding History

HC Financial Advisors’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
Q2 		$16K Hold
66
– – 0.01% 204
2022
Q1 		$20K Hold
66
– – 0.01% 193
2021
Q4 		$21K Hold
66
– – 0.01% 200
2021
Q3 		$17K Hold
66
– – 0.01% 205
2021
Q2 		$19K Hold
66
– – 0.01% 196
2021
Q1 		$17K Hold
66
– – 0.01% 208
2020
Q4 		$15K Buy
+66
New +$15.2K 0.01% 224

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

HC Financial Advisors's WSO Position: Q2 2022 in Review

HC Financial Advisors held its Watsco Inc (WSO) position steady in Q2 2022 at 66 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #204.

HC Financial Advisors first reported a position in WSO in Q4 2020 and has held it in 7 quarters since. The position peaked at $21K in Q4 2021. 516 funds tracked by Wall St. Rank hold WSO as of Q2 2022.

  • HC Financial Advisors held 66 shares of Watsco Inc worth $16K as of Q2 2022.
  • HC Financial Advisors left its Watsco Inc share count unchanged in Q2 2022.
  • Watsco Inc made up 0.01% of HC Financial Advisors's portfolio in Q2 2022, its #204 holding.
  • HC Financial Advisors first reported a position in Watsco Inc in Q4 2020 and has held it in 7 quarters since.
  • HC Financial Advisors's Watsco Inc position peaked at $21K in Q4 2021.
  • 516 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.