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Milestone Investment Advisors’s Watsco Inc WSO Stock Holding History

Milestone Investment 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
2023
Q4 		– Sell
-28
Closed -$10.6K – 437
2023
Q3 		$10.6K Buy
+28
New +$10.1K ﹤0.01% 291
2023
Q2 		– Sell
-28
Closed -$8.91K – 433
2023
Q1 		$8.91K Buy
+28
New +$8.22K ﹤0.01% 303

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Milestone Investment Advisors's WSO Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Watsco Inc (WSO) in Q4 2023, closing a stake of 28 shares — an estimated $10.6K sold.

Milestone Investment Advisors first reported a position in WSO in Q1 2023 and held it in 2 quarters. The position peaked at $10.6K in Q3 2023. 726 funds tracked by Wall St. Rank hold WSO as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Watsco Inc position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 28 Watsco Inc shares in Q4 2023, an estimated $10.6K.
  • Milestone Investment Advisors first reported a position in Watsco Inc in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Watsco Inc position peaked at $10.6K in Q3 2023.
  • 726 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.