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Insight Folios’s Watsco Inc WSO Stock Holding History

Insight Folios’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
-1,147
Closed -$365K – 126
2023
Q1 		$365K Hold
1,147
– – 0.16% 63
2022
Q4 		$286K Sell
1,147
-27
-2% -$7.1K 0.13% 87
2022
Q3 		$302K Sell
1,174
-907
-44% -$246K 0.15% 69
2022
Q2 		$497K Buy
2,081
+54
+3% +$14.2K 0.24% 42
2022
Q1 		$618K Buy
2,027
+129
+7% +$36.8K 0.28% 42
2021
Q4 		$594K Buy
1,898
+148
+8% +$43.8K 0.28% 50
2021
Q3 		$463K Buy
+1,750
New +$491K 0.25% 49

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

Insight Folios's WSO Position: Q2 2023 in Review

Insight Folios sold out of Watsco Inc (WSO) in Q2 2023, closing a stake of 1,147 shares — an estimated $365K sold.

Insight Folios first reported a position in WSO in Q3 2021 and held it in 7 quarters. The position peaked at $618K in Q1 2022. 676 funds tracked by Wall St. Rank hold WSO as of Q2 2023.

  • Insight Folios reported no remaining Watsco Inc position as of Q2 2023 after selling out during the quarter.
  • Insight Folios sold 1,147 Watsco Inc shares in Q2 2023, an estimated $365K.
  • Insight Folios first reported a position in Watsco Inc in Q3 2021 and held it in 7 quarters.
  • Insight Folios's Watsco Inc position peaked at $618K in Q1 2022.
  • 676 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2023.

Based on Insight Folios's 13F filing for Q2 2023, filed 21 Jul 2023.