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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
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

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

Pin Oak Investment Advisors's WSO Position: Q3 2024 in Review

Pin Oak Investment Advisors sold out of Watsco Inc (WSO) in Q3 2024, closing a stake of 15 shares — an estimated $7K sold.

Pin Oak Investment Advisors first reported a position in WSO in Q2 2018 and held it in 9 quarters. The position peaked at $7K in Q2 2024. 786 funds tracked by Wall St. Rank hold WSO as of Q3 2024.

  • Pin Oak Investment Advisors reported no remaining Watsco Inc position as of Q3 2024 after selling out during the quarter.
  • Pin Oak Investment Advisors sold 15 Watsco Inc shares in Q3 2024, an estimated $7K.
  • Pin Oak Investment Advisors first reported a position in Watsco Inc in Q2 2018 and held it in 9 quarters.
  • Pin Oak Investment Advisors's Watsco Inc position peaked at $7K in Q2 2024.
  • 786 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2024.

Based on Pin Oak Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.