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High Net Worth Advisory Group’s Watsco Inc WSO Stock Holding History

High Net Worth Advisory Group’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
Q1 		– Sell
-100
Closed -$24.9K – 585
2022
Q4 		$24.9K Hold
100
– – 0.01% 409
2022
Q3 		$26K Hold
100
– – 0.01% 419
2022
Q2 		$24K Hold
100
– – 0.01% 427
2022
Q1 		$30K Hold
100
– – 0.01% 402
2021
Q4 		$31K Buy
+100
New +$29.6K 0.01% 400

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

High Net Worth Advisory Group's WSO Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Watsco Inc (WSO) in Q1 2023, closing a stake of 100 shares — an estimated $24.9K sold.

High Net Worth Advisory Group first reported a position in WSO in Q4 2021 and held it in 5 quarters. The position peaked at $31K in Q4 2021. 613 funds tracked by Wall St. Rank hold WSO as of Q1 2023.

  • High Net Worth Advisory Group reported no remaining Watsco Inc position as of Q1 2023 after selling out during the quarter.
  • High Net Worth Advisory Group sold 100 Watsco Inc shares in Q1 2023, an estimated $24.9K.
  • High Net Worth Advisory Group first reported a position in Watsco Inc in Q4 2021 and held it in 5 quarters.
  • High Net Worth Advisory Group's Watsco Inc position peaked at $31K in Q4 2021.
  • 613 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.