Rather & Kittrell’s Watsco Inc WSO Stock Holding History

Rather & Kittrell’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
2022 Q1	–	Sell	-58	Closed	-$18K	–	319
2021 Q4	$18K	Buy	+58	New	+$17.2K	0.02%	186

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

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Rather & Kittrell's WSO Position: Q1 2022 in Review

Rather & Kittrell sold out of Watsco Inc (WSO) in Q1 2022, closing a stake of 58 shares — an estimated $18K sold.

Rather & Kittrell first reported a position in WSO in Q4 2021 and held it in 1 quarter. The position peaked at $18K in Q4 2021. 495 funds tracked by Wall St. Rank hold WSO as of Q1 2022.

Rather & Kittrell reported no remaining Watsco Inc position as of Q1 2022 after selling out during the quarter.
Rather & Kittrell sold 58 Watsco Inc shares in Q1 2022, an estimated $18K.
Rather & Kittrell first reported a position in Watsco Inc in Q4 2021 and held it in 1 quarter.
Rather & Kittrell's Watsco Inc position peaked at $18K in Q4 2021.
495 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2022.

Based on Rather & Kittrell's 13F filing for Q1 2022, filed 10 May 2022.