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 New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return