PFG Investments’s Watsco Inc WSO Stock Holding History

PFG 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
2023 Q4	–	Sell	-553	Closed	-$209K	–	550
2023 Q3	$209K	Buy	+553	New	+$200K	0.04%	447

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PFG Investments's WSO Position: Q4 2023 in Review

PFG Investments sold out of Watsco Inc (WSO) in Q4 2023, closing a stake of 553 shares — an estimated $209K sold.

PFG Investments first reported a position in WSO in Q3 2023 and held it in 1 quarter. The position peaked at $209K in Q3 2023. 725 funds tracked by Wall St. Rank hold WSO as of Q4 2023.

PFG Investments reported no remaining Watsco Inc position as of Q4 2023 after selling out during the quarter.
PFG Investments sold 553 Watsco Inc shares in Q4 2023, an estimated $209K.
PFG Investments first reported a position in Watsco Inc in Q3 2023 and held it in 1 quarter.
PFG Investments's Watsco Inc position peaked at $209K in Q3 2023.
725 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2023.

Based on PFG Investments's 13F filing for Q4 2023, filed 17 Jan 2024.