Parallax Volatility Advisers’s Watsco Inc WSO Stock Holding History

Parallax Volatility Advisers’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
2015 Q3	–	Sell	-200	Closed	-$25K	–	4331
2015 Q2	$25K	Sell	200 -200	-50%	-$24.9K	﹤0.01%	2833
2015 Q1	$50K	Sell	400 -2,300	-85%	-$264K	﹤0.01%	3006
2014 Q4	$289K	Sell	2,700 -1,300	-33%	-$129K	﹤0.01%	2518
2014 Q3	$345K	Buy	4,000 +700	+21%	+$64.7K	﹤0.01%	2097
2014 Q2	$339K	Buy	3,300 +1,100	+50%	+$111K	﹤0.01%	1621
2014 Q1	$220K	Buy	2,200 +1,900	+633%	+$183K	﹤0.01%	1414
2013 Q4	$29K	Sell	300 -1,100	-79%	-$104K	﹤0.01%	2528
2013 Q3	$132K	Buy	1,400 +900	+180%	+$82.4K	﹤0.01%	1311
2013 Q2	$42K	Buy	+500	New	+$42.2K	﹤0.01%	1694

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

Parallax Volatility Advisers's WSO Position: Q4 2024 in Review

Parallax Volatility Advisers sold out of Watsco Inc (WSO) in Q4 2024, closing a stake of 5,317 shares — an estimated $2.62M sold.

Parallax Volatility Advisers first reported a position in WSO in Q3 2013 and held it in 13 quarters. The position peaked at $2.62M in Q3 2024. 820 funds tracked by Wall St. Rank hold WSO as of Q4 2024.

Parallax Volatility Advisers reported no remaining Watsco Inc position as of Q4 2024 after selling out during the quarter.
Parallax Volatility Advisers sold 5,317 Watsco Inc shares in Q4 2024, an estimated $2.62M.
Parallax Volatility Advisers first reported a position in Watsco Inc in Q3 2013 and held it in 13 quarters.
Parallax Volatility Advisers's Watsco Inc position peaked at $2.62M in Q3 2024.
820 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2024.

Based on Parallax Volatility Advisers's 13F filing for Q4 2024, filed 14 Feb 2025.