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Lake Street Advisors Group’s Watsco Inc WSO Stock Holding History

Lake Street Advisors Group’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
Q4 		$1.43M Buy
3,011
+2,229
+285% +$1.13M 0.07% 182
2024
Q3 		$385K Sell
782
-2,224
-74% -$1.07M 0.02% 390
2024
Q2 		$1.39M Hold
3,006
– – 0.07% 172
2024
Q1 		$1.3M Hold
3,006
– – 0.06% 187
2023
Q4 		$1.29M Buy
+3,006
New +$1.16M 0.06% 189

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 $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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Lake Street Advisors Group's WSO Position: Q4 2024 in Review

Lake Street Advisors Group increased its Watsco Inc (WSO) stake by 285% in Q4 2024, buying an estimated $1.13M and bringing the position to 3,011 shares worth $1.43M. The position accounts for 0.07% of the portfolio, ranked #182.

Lake Street Advisors Group first reported a position in WSO in Q4 2023 and has held it in 5 quarters since. 821 funds tracked by Wall St. Rank hold WSO as of Q4 2024.

  • Lake Street Advisors Group held 3,011 shares of Watsco Inc worth $1.43M as of Q4 2024.
  • Lake Street Advisors Group bought 2,229 Watsco Inc shares in Q4 2024, an estimated $1.13M.
  • Watsco Inc made up 0.07% of Lake Street Advisors Group's portfolio in Q4 2024, its #182 holding.
  • Lake Street Advisors Group first reported a position in Watsco Inc in Q4 2023 and has held it in 5 quarters since.
  • 821 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.