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Knowledge Leaders Capital’s Watsco Inc WSO Stock Holding History

Knowledge Leaders Capital’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 		– Sell
-518
Closed -$224K – 51
2024
Q1 		$224K Sell
518
-670
-56% -$269K 0.39% 36
2023
Q4 		$509K Sell
1,188
-102
-8% -$39.5K 0.8% 43
2023
Q3 		$487K Buy
+1,290
New +$466K 0.72% 41

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
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
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
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

Knowledge Leaders Capital's WSO Position: Q2 2024 in Review

Knowledge Leaders Capital sold out of Watsco Inc (WSO) in Q2 2024, closing a stake of 518 shares — an estimated $224K sold.

Knowledge Leaders Capital first reported a position in WSO in Q3 2023 and held it in 3 quarters. The position peaked at $509K in Q4 2023. 775 funds tracked by Wall St. Rank hold WSO as of Q2 2024.

  • Knowledge Leaders Capital reported no remaining Watsco Inc position as of Q2 2024 after selling out during the quarter.
  • Knowledge Leaders Capital sold 518 Watsco Inc shares in Q2 2024, an estimated $224K.
  • Knowledge Leaders Capital first reported a position in Watsco Inc in Q3 2023 and held it in 3 quarters.
  • Knowledge Leaders Capital's Watsco Inc position peaked at $509K in Q4 2023.
  • 775 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2024.

Based on Knowledge Leaders Capital's 13F filing for Q2 2024, filed 11 Jul 2024.