PI
WSO icon

PEAK6 Investments’s Watsco Inc WSO Stock Holding History

PEAK6 Investments’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 		$1.75M Sell
3,551
-4,271
-55% -$2.05M ﹤0.01% 1589
2024
Q2 		$3.62M Buy
7,822
+109
+1% +$49.8K 0.01% 1017
2024
Q1 		$3.33M Sell
7,713
-90
-1% -$36.2K 0.01% 1077
2023
Q4 		$3.34M Buy
7,803
+5,794
+288% +$2.24M 0.01% 1123
2023
Q3 		$759K Buy
+2,009
New +$726K ﹤0.01% 2038
2023
Q2 		– Sell
-2
Closed -$678 – 4797
2023
Q1 		$786 Hold
2
– – ﹤0.01% 4119
2022
Q4 		$524 Sell
2
-955
-100% -$251K ﹤0.01% 4302
2022
Q3 		$247K Sell
957
-3,704
-79% -$1M ﹤0.01% 3495
2022
Q2 		$1.11M Buy
+4,661
New +$1.23M ﹤0.01% 2967
2021
Q4 		– Sell
-1,760
Closed -$521K – 5891
2021
Q3 		$466K Buy
1,760
+1,756
+43,900% +$492K ﹤0.01% 3312
2021
Q2 		$1K Buy
+4
New +$1.15K ﹤0.01% 5022
2020
Q3 		– Sell
-805
Closed -$181K – 4979
2020
Q2 		$143K Buy
+805
New +$133K ﹤0.01% 3629
2019
Q3 		– Sell
-754
Closed -$122K – 4366
2019
Q2 		$123K Buy
+754
New +$118K ﹤0.01% 3077

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