Pictet Asset Management (Switzerland)’s Watsco Inc WSO Stock Holding History

Pictet Asset Management (Switzerland)’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 Q2	$4.84M	Buy	12,682 +8,510	+204%	+$2.89M	0.01%	778
2023 Q1	$1.33M	Buy	4,172 +257	+7%	+$75.5K	﹤0.01%	956
2022 Q4	$976K	Buy	3,915 +1,615	+70%	+$425K	﹤0.01%	1020
2022 Q3	$592K	Buy	2,300 +608	+36%	+$165K	﹤0.01%	1065
2022 Q2	$512K	Sell	1,692 -566	-25%	-$149K	﹤0.01%	1115
2022 Q1	$688K	Buy	2,258 +221	+11%	+$63K	﹤0.01%	1109
2021 Q4	$637K	Sell	2,037 -163	-7%	-$48.3K	﹤0.01%	1149
2021 Q3	$582K	Buy	+2,200	New	+$617K	﹤0.01%	1168

Other funds holding WSO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Pictet Asset Management (Switzerland)'s WSO Position: Q2 2023 in Review

Pictet Asset Management (Switzerland) increased its Watsco Inc (WSO) stake by 204% in Q2 2023, buying an estimated $2.89M and bringing the position to 12,682 shares worth $4.84M. The position accounts for 0.01% of the portfolio, ranked #778.

Pictet Asset Management (Switzerland) first reported a position in WSO in Q3 2021 and has held it in 8 quarters since. 677 funds tracked by Wall St. Rank hold WSO as of Q2 2023.

Pictet Asset Management (Switzerland) held 12,682 shares of Watsco Inc worth $4.84M as of Q2 2023.
Pictet Asset Management (Switzerland) bought 8,510 Watsco Inc shares in Q2 2023, an estimated $2.89M.
Watsco Inc made up 0.01% of Pictet Asset Management (Switzerland)'s portfolio in Q2 2023, its #778 holding.
Pictet Asset Management (Switzerland) first reported a position in Watsco Inc in Q3 2021 and has held it in 8 quarters since.
677 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2023.

Based on Pictet Asset Management (Switzerland)'s 13F filing for Q2 2023, filed 10 Aug 2023.