Optimum Investment Advisors’s Watsco Inc WSO Stock Holding History

Optimum 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	-9	Closed	-$3.4K	–	730
2023 Q3	$3.4K	Hold	9	–	–	﹤0.01%	630
2023 Q2	$3.43K	Hold	9	–	–	﹤0.01%	631
2023 Q1	$2.86K	Hold	9	–	–	﹤0.01%	658
2022 Q4	$2.25K	Hold	9	–	–	﹤0.01%	677
2022 Q3	$2K	Buy	+9	New	+$2.44K	﹤0.01%	745
2019 Q2	–	Sell	-29	Closed	-$4K	–	1008
2019 Q1	$4K	Hold	29	–	–	﹤0.01%	922
2018 Q4	$4K	Sell	29 -400	-93%	-$61K	﹤0.01%	877
2018 Q3	$76K	Hold	429	–	–	0.02%	451
2018 Q2	$76K	Hold	429	–	–	0.02%	449
2018 Q1	$78K	Buy	+429	New	+$74.4K	0.02%	447
2015 Q1	$50K	Hold	400	–	–	0.02%	512
2014 Q4	$43K	Hold	400	–	–	0.01%	553
2014 Q3	$34K	Hold	400	–	–	0.01%	544
2014 Q2	$41K	Sell	400 -250	-38%	-$25.3K	0.01%	527
2014 Q1	$65K	Sell	650 -300	-32%	-$29K	0.02%	362
2013 Q4	$91K	Hold	950	–	–	0.03%	307
2013 Q3	$90K	Buy	+950	New	+$87K	0.04%	291

Other funds holding WSO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

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

Optimum Investment Advisors sold out of Watsco Inc (WSO) in Q4 2023, closing a stake of 9 shares — an estimated $3.4K sold.

Optimum Investment Advisors first reported a position in WSO in Q3 2013 and held it in 17 quarters. The position peaked at $91K in Q4 2013. 726 funds tracked by Wall St. Rank hold WSO as of Q4 2023.

Optimum Investment Advisors reported no remaining Watsco Inc position as of Q4 2023 after selling out during the quarter.
Optimum Investment Advisors sold 9 Watsco Inc shares in Q4 2023, an estimated $3.4K.
Optimum Investment Advisors first reported a position in Watsco Inc in Q3 2013 and held it in 17 quarters.
Optimum Investment Advisors's Watsco Inc position peaked at $91K in Q4 2013.
726 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2023.

Based on Optimum Investment Advisors's 13F filing for Q4 2023, filed 8 Jan 2024.