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Industrial Alliance Investment Management’s Watsco Inc WSO Stock Holding History

Industrial Alliance Investment Management’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
Q2 		– Sell
-244
Closed -$78K – 501
2023
Q1 		$78K Buy
244
+51
+26% +$15K ﹤0.01% 482
2022
Q4 		$48K Buy
193
+151
+360% +$39.7K ﹤0.01% 415
2022
Q3 		$11K Buy
+42
New +$11.4K ﹤0.01% 408

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

Industrial Alliance Investment Management's WSO Position: Q2 2023 in Review

Industrial Alliance Investment Management sold out of Watsco Inc (WSO) in Q2 2023, closing a stake of 244 shares — an estimated $78K sold.

Industrial Alliance Investment Management first reported a position in WSO in Q3 2022 and held it in 3 quarters. The position peaked at $78K in Q1 2023. 677 funds tracked by Wall St. Rank hold WSO as of Q2 2023.

  • Industrial Alliance Investment Management reported no remaining Watsco Inc position as of Q2 2023 after selling out during the quarter.
  • Industrial Alliance Investment Management sold 244 Watsco Inc shares in Q2 2023, an estimated $78K.
  • Industrial Alliance Investment Management first reported a position in Watsco Inc in Q3 2022 and held it in 3 quarters.
  • Industrial Alliance Investment Management's Watsco Inc position peaked at $78K in Q1 2023.
  • 677 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.