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Mirabella Financial Services’s Watsco Inc WSO Stock Holding History

Mirabella Financial Services’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
Q3 		– Sell
-1,145
Closed -$437K – 648
2023
Q2 		$437K Buy
+1,145
New +$388K 0.05% 310
2023
Q1 		– Sell
-987
Closed -$246K – 613
2022
Q4 		$246K Buy
+987
New +$260K 0.02% 297
2022
Q3 		– Sell
-1,082
Closed -$258K – 572
2022
Q2 		$258K Buy
+1,082
New +$285K 0.03% 350

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Mirabella Financial Services's WSO Position: Q3 2023 in Review

Mirabella Financial Services sold out of Watsco Inc (WSO) in Q3 2023, closing a stake of 1,145 shares — an estimated $437K sold.

Mirabella Financial Services first reported a position in WSO in Q2 2022 and held it in 3 quarters. The position peaked at $437K in Q2 2023. 681 funds tracked by Wall St. Rank hold WSO as of Q3 2023.

  • Mirabella Financial Services reported no remaining Watsco Inc position as of Q3 2023 after selling out during the quarter.
  • Mirabella Financial Services sold 1,145 Watsco Inc shares in Q3 2023, an estimated $437K.
  • Mirabella Financial Services first reported a position in Watsco Inc in Q2 2022 and held it in 3 quarters.
  • Mirabella Financial Services's Watsco Inc position peaked at $437K in Q2 2023.
  • 681 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2023.

Based on Mirabella Financial Services's 13F filing for Q3 2023, filed 13 Nov 2023.