JY
WSO.B

Jeff Yass’s Watsco Inc Class B WSO.B Stock Holding History

Jeff Yass’s Portfolio WSO.B Stock Details WSO.B Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,086
Closed -$267K – 13660
2022
Q4 		$267K Buy
+1,086
New +$285K ﹤0.01% 9389

Other funds holding WSO.B

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.57B AUM 67.1% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Jeff Yass's WSO.B Position: Q1 2023 in Review

Jeff Yass sold out of Watsco Inc Class B (WSO.B) in Q1 2023, closing a stake of 1,086 shares — an estimated $267K sold.

Jeff Yass first reported a position in WSO.B in Q4 2022 and held it in 1 quarter. The position peaked at $267K in Q4 2022. 8 funds tracked by Wall St. Rank hold WSO.B as of Q1 2023.

  • Jeff Yass reported no remaining Watsco Inc Class B position as of Q1 2023 after selling out during the quarter.
  • Jeff Yass sold 1,086 Watsco Inc Class B shares in Q1 2023, an estimated $267K.
  • Jeff Yass first reported a position in Watsco Inc Class B in Q4 2022 and held it in 1 quarter.
  • Jeff Yass's Watsco Inc Class B position peaked at $267K in Q4 2022.
  • 8 funds tracked by Wall St. Rank held Watsco Inc Class B as of Q1 2023.

Based on Susquehanna International Group's 13F filing for Q1 2023, filed 16 May 2023.