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Janiczek Wealth Management’s Watsco Inc WSO Stock Holding History

Janiczek Wealth 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
2024
Q2 		$75.5K Hold
163
– – 0.02% 340
2024
Q1 		$70.4K Sell
163
-98
-38% -$39.4K 0.02% 355
2023
Q4 		$112K Buy
261
+4
+2% +$1.55K 0.03% 246
2023
Q3 		$97.1K Buy
257
+100
+64% +$36.2K 0.03% 255
2023
Q2 		$59.9K Hold
157
– – 0.02% 295
2023
Q1 		$49K Hold
157
– – 0.01% 320
2022
Q4 		$43.2K Hold
157
– – 0.01% 340
2022
Q3 		$41K Hold
157
– – 0.01% 335
2022
Q2 		$43K Sell
157
-299
-66% -$78.7K 0.01% 335
2022
Q1 		$139K Sell
456
-88
-16% -$25.1K 0.04% 162
2021
Q4 		$170K Buy
544
+73
+15% +$21.6K 0.05% 123
2021
Q3 		$125K Buy
471
+102
+28% +$28.6K 0.04% 145
2021
Q2 		$106K Buy
369
+56
+18% +$16K 0.04% 150
2021
Q1 		$82K Buy
313
+103
+49% +$25.4K 0.03% 165
2020
Q4 		$48K Buy
210
+143
+213% +$32.9K 0.02% 212
2020
Q3 		$16K Buy
67
+48
+253% +$10.8K 0.01% 180
2020
Q2 		$3K Buy
+19
New +$3.14K ﹤0.01% 260

Other funds holding WSO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Janiczek Wealth Management's WSO Position: Q2 2024 in Review

Janiczek Wealth Management held its Watsco Inc (WSO) position steady in Q2 2024 at 163 shares worth $75.5K. The position accounts for 0.02% of the portfolio, ranked #340.

Janiczek Wealth Management first reported a position in WSO in Q2 2020 and has held it in 17 quarters since. The position peaked at $170K in Q4 2021. 777 funds tracked by Wall St. Rank hold WSO as of Q2 2024.

  • Janiczek Wealth Management held 163 shares of Watsco Inc worth $75.5K as of Q2 2024.
  • Janiczek Wealth Management left its Watsco Inc share count unchanged in Q2 2024.
  • Watsco Inc made up 0.02% of Janiczek Wealth Management's portfolio in Q2 2024, its #340 holding.
  • Janiczek Wealth Management first reported a position in Watsco Inc in Q2 2020 and has held it in 17 quarters since.
  • Janiczek Wealth Management's Watsco Inc position peaked at $170K in Q4 2021.
  • 777 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.