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Independence Bank of Kentucky’s Watsco Inc WSO Stock Holding History

Independence Bank of Kentucky’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
Q4 		– Sell
-26
Closed -$7K – 454
2022
Q3 		$7K Hold
26
– – ﹤0.01% 363
2022
Q2 		$6K Buy
+26
New +$6.84K ﹤0.01% 373

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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Independence Bank of Kentucky's WSO Position: Q4 2022 in Review

Independence Bank of Kentucky sold out of Watsco Inc (WSO) in Q4 2022, closing a stake of 26 shares — an estimated $7K sold.

Independence Bank of Kentucky first reported a position in WSO in Q2 2022 and held it in 2 quarters. The position peaked at $7K in Q3 2022. 569 funds tracked by Wall St. Rank hold WSO as of Q4 2022.

  • Independence Bank of Kentucky reported no remaining Watsco Inc position as of Q4 2022 after selling out during the quarter.
  • Independence Bank of Kentucky sold 26 Watsco Inc shares in Q4 2022, an estimated $7K.
  • Independence Bank of Kentucky first reported a position in Watsco Inc in Q2 2022 and held it in 2 quarters.
  • Independence Bank of Kentucky's Watsco Inc position peaked at $7K in Q3 2022.
  • 569 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2022.

Based on Independence Bank of Kentucky's 13F filing for Q4 2022, filed 9 Jan 2023.