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Northwest Investment Counselors’s Watsco Inc WSO Stock Holding History

Northwest Investment Counselors’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 		$10.3K Buy
+21
New +$10.1K ﹤0.01% 423
2024
Q2 		– Sell
-16
Closed -$6.91K – 504
2024
Q1 		$6.91K Buy
+16
New +$6.43K ﹤0.01% 409

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

Northwest Investment Counselors's WSO Position: Q3 2024 in Review

Northwest Investment Counselors opened a new position in Watsco Inc (WSO) in Q3 2024: 21 shares worth $10.3K. The stake represents ﹤0.01% of the portfolio and ranks #423 among its holdings. This is a return to the name: Northwest Investment Counselors previously reported a position in WSO as recently as Q1 2024.

Northwest Investment Counselors first reported a position in WSO in Q1 2024 and has held it in 2 quarters since. 787 funds tracked by Wall St. Rank hold WSO as of Q3 2024.

  • Northwest Investment Counselors held 21 shares of Watsco Inc worth $10.3K as of Q3 2024.
  • Watsco Inc was a new Northwest Investment Counselors position in Q3 2024.
  • Watsco Inc made up ﹤0.01% of Northwest Investment Counselors's portfolio in Q3 2024, its #423 holding.
  • Northwest Investment Counselors first reported a position in Watsco Inc in Q1 2024 and has held it in 2 quarters since.
  • 787 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2024.

Based on Northwest Investment Counselors's 13F filing for Q3 2024, filed 21 Oct 2024.