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Money Concepts Capital’s Watsco Inc WSO Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-12
Closed -$2.99K – 2922
2022
Q4 		$2.99K Buy
12
+1
+9% +$263 ﹤0.01% 2550
2022
Q3 		$3K Buy
11
+10
+1,000% +$2.71K ﹤0.01% 1348
2022
Q2 		$0 Hold
1
– – ﹤0.01% 2632
2022
Q1 		$0 Buy
+1
New +$285 ﹤0.01% 2795

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Vanguard Group
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Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Money Concepts Capital's WSO Position: Q1 2023 in Review

Money Concepts Capital sold out of Watsco Inc (WSO) in Q1 2023, closing a stake of 12 shares — an estimated $2.99K sold.

Money Concepts Capital first reported a position in WSO in Q1 2022 and held it in 4 quarters. The position peaked at $3K in Q3 2022. 613 funds tracked by Wall St. Rank hold WSO as of Q1 2023.

  • Money Concepts Capital reported no remaining Watsco Inc position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 12 Watsco Inc shares in Q1 2023, an estimated $2.99K.
  • Money Concepts Capital first reported a position in Watsco Inc in Q1 2022 and held it in 4 quarters.
  • Money Concepts Capital's Watsco Inc position peaked at $3K in Q3 2022.
  • 613 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.