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POIA
Pin Oak Investment Advisors’s
Watsco Inc
WSO
Stock Holding History
Pin Oak Investment Advisors’s Portfolio
WSO Stock Details
WSO Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q3
–
Sell
-15
Closed
-$7K
–
504
2024
Q2
$7K
Hold
15
–
–
0.01%
359
2024
Q1
$6K
Hold
15
–
–
0.01%
375
2023
Q4
$6K
Hold
15
–
–
0.01%
378
2023
Q3
$6K
Hold
15
–
–
0.01%
366
2023
Q2
$6K
Hold
15
–
–
0.01%
368
2023
Q1
$5K
Hold
15
–
–
0.01%
368
2022
Q4
$4K
Buy
+15
New
+$3.94K
﹤0.01%
365
2019
Q3
–
Sell
-38
Closed
-$6K
–
458
2019
Q2
$6K
Buy
+38
New
+$5.97K
﹤0.01%
400
2018
Q3
–
Sell
-5
Closed
-$1K
–
451
2018
Q2
$1K
Buy
+5
New
+$910
﹤0.01%
415
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$5.72T AUM
30.48%
1-Year Est. Return
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$1.9T AUM
41.92%
1-Year Est. Return
Vanguard Group
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$6.9T AUM
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1-Year Est. Return
Kayne Anderson Rudnick Investment Management
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$34B AUM
6.31%
1-Year Est. Return
Charles Schwab
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$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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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