Peterson Financial Group’s Watsco Inc WSO Stock Holding History

Peterson Financial Group’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	$5.25K	Buy	+11	New	+$5.29K	0.02%	289

Other funds holding WSO

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $34B AUM 6.31% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Peterson Financial Group's WSO Position: Q3 2024 in Review

Peterson Financial Group opened a new position in Watsco Inc (WSO) in Q3 2024: 11 shares worth $5.25K. The stake represents 0.02% of the portfolio and ranks #289 among its holdings.

787 funds tracked by Wall St. Rank hold WSO as of Q3 2024.

Peterson Financial Group held 11 shares of Watsco Inc worth $5.25K as of Q3 2024.
Watsco Inc was a new Peterson Financial Group position in Q3 2024.
Watsco Inc made up 0.02% of Peterson Financial Group's portfolio in Q3 2024, its #289 holding.
787 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.