nVerses Capital’s Watsco Inc WSO Stock Holding History

nVerses 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
2024 Q4	–	Sell	-1,900	Closed	-$935K	–	906
2024 Q3	$935K	Buy	1,900 +700	+58%	+$336K	0.43%	73
2024 Q2	$556K	Buy	+1,200	New	+$549K	0.33%	85

Other funds holding WSO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

nVerses Capital's WSO Position: Q4 2024 in Review

nVerses Capital sold out of Watsco Inc (WSO) in Q4 2024, closing a stake of 1,900 shares — an estimated $935K sold.

nVerses Capital first reported a position in WSO in Q2 2024 and held it in 2 quarters. The position peaked at $935K in Q3 2024. 820 funds tracked by Wall St. Rank hold WSO as of Q4 2024.

nVerses Capital reported no remaining Watsco Inc position as of Q4 2024 after selling out during the quarter.
nVerses Capital sold 1,900 Watsco Inc shares in Q4 2024, an estimated $935K.
nVerses Capital first reported a position in Watsco Inc in Q2 2024 and held it in 2 quarters.
nVerses Capital's Watsco Inc position peaked at $935K in Q3 2024.
820 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2024.

Based on nVerses Capital's 13F filing for Q4 2024.