LM Advisors’s Watsco Inc WSO Stock Holding History

LM Advisors’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 Q1	–	Sell	-47	Closed	-$20.2K	–	705
2023 Q4	$20.2K	Buy	+47	New	+$18.2K	﹤0.01%	432

Other funds holding WSO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

LM Advisors's WSO Position: Q1 2024 in Review

LM Advisors sold out of Watsco Inc (WSO) in Q1 2024, closing a stake of 47 shares — an estimated $20.2K sold.

LM Advisors first reported a position in WSO in Q4 2023 and held it in 1 quarter. The position peaked at $20.2K in Q4 2023. 748 funds tracked by Wall St. Rank hold WSO as of Q1 2024.

LM Advisors reported no remaining Watsco Inc position as of Q1 2024 after selling out during the quarter.
LM Advisors sold 47 Watsco Inc shares in Q1 2024, an estimated $20.2K.
LM Advisors first reported a position in Watsco Inc in Q4 2023 and held it in 1 quarter.
LM Advisors's Watsco Inc position peaked at $20.2K in Q4 2023.
748 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.