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Pacific Capital Wealth Advisors’s Watsco Inc WSO Stock Holding History

Pacific Capital Wealth 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
2024
Q4 		– Sell
-18
Closed -$8.85K – 490
2024
Q3 		$8.85K Hold
18
– – ﹤0.01% 308
2024
Q2 		$8.34K Hold
18
– – ﹤0.01% 334
2024
Q1 		$7.78K Buy
+18
New +$7.23K ﹤0.01% 250

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

Pacific Capital Wealth Advisors's WSO Position: Q4 2024 in Review

Pacific Capital Wealth Advisors sold out of Watsco Inc (WSO) in Q4 2024, closing a stake of 18 shares — an estimated $8.85K sold.

Pacific Capital Wealth Advisors first reported a position in WSO in Q1 2024 and held it in 3 quarters. The position peaked at $8.85K in Q3 2024. 820 funds tracked by Wall St. Rank hold WSO as of Q4 2024.

  • Pacific Capital Wealth Advisors reported no remaining Watsco Inc position as of Q4 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 18 Watsco Inc shares in Q4 2024, an estimated $8.85K.
  • Pacific Capital Wealth Advisors first reported a position in Watsco Inc in Q1 2024 and held it in 3 quarters.
  • Pacific Capital Wealth Advisors's Watsco Inc position peaked at $8.85K in Q3 2024.
  • 820 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.