MIC
WSO icon

Maxi Investments CY’s Watsco Inc WSO Stock Holding History

Maxi Investments CY’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
Q3 		– Sell
-1,927
Closed -$893K – 128
2024
Q2 		$893K Hold
1,927
– – 0.2% 81
2024
Q1 		$832K Buy
+1,927
New +$774K 0.22% 68

Other funds holding WSO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
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

Maxi Investments CY's WSO Position: Q3 2024 in Review

Maxi Investments CY sold out of Watsco Inc (WSO) in Q3 2024, closing a stake of 1,927 shares — an estimated $893K sold.

Maxi Investments CY first reported a position in WSO in Q1 2024 and held it in 2 quarters. The position peaked at $893K in Q2 2024. 786 funds tracked by Wall St. Rank hold WSO as of Q3 2024.

  • Maxi Investments CY reported no remaining Watsco Inc position as of Q3 2024 after selling out during the quarter.
  • Maxi Investments CY sold 1,927 Watsco Inc shares in Q3 2024, an estimated $893K.
  • Maxi Investments CY first reported a position in Watsco Inc in Q1 2024 and held it in 2 quarters.
  • Maxi Investments CY's Watsco Inc position peaked at $893K in Q2 2024.
  • 786 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2024.

Based on Maxi Investments CY's 13F filing for Q3 2024, filed 12 Nov 2024.