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Plato Investment Management’s Watsco Inc WSO Stock Holding History

Plato Investment Management’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
Q2 		– Sell
-955
Closed -$413K – 519
2024
Q1 		$413K Buy
+955
New +$384K 0.04% 277

Other funds holding WSO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Plato Investment Management's WSO Position: Q2 2024 in Review

Plato Investment Management sold out of Watsco Inc (WSO) in Q2 2024, closing a stake of 955 shares — an estimated $413K sold.

Plato Investment Management first reported a position in WSO in Q1 2024 and held it in 1 quarter. The position peaked at $413K in Q1 2024. 775 funds tracked by Wall St. Rank hold WSO as of Q2 2024.

  • Plato Investment Management reported no remaining Watsco Inc position as of Q2 2024 after selling out during the quarter.
  • Plato Investment Management sold 955 Watsco Inc shares in Q2 2024, an estimated $413K.
  • Plato Investment Management first reported a position in Watsco Inc in Q1 2024 and held it in 1 quarter.
  • Plato Investment Management's Watsco Inc position peaked at $413K in Q1 2024.
  • 775 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2024.

Based on Plato Investment Management's 13F filing for Q2 2024, filed 9 Aug 2024.