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RE Dickinson Investment Advisors’s Watsco Inc WSO Stock Holding History

RE Dickinson 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
Q4 		$21.1K Hold
44
– – 0.01% 132
2024
Q3 		$21.8K Hold
44
– – 0.01% 126
2024
Q2 		$20.4K Hold
44
– – 0.01% 126
2024
Q1 		$19K Buy
44
+1
+2% +$402 0.01% 130
2023
Q4 		$19K Hold
43
– – 0.01% 133
2023
Q3 		$16K Hold
43
– – 0.01% 147
2023
Q2 		$16K Hold
43
– – 0.01% 231
2023
Q1 		$14K Sell
43
-41
-49% -$12K ﹤0.01% 247
2022
Q4 		$21K Buy
84
+1
+1% +$263 0.01% 204
2022
Q3 		$21K Hold
83
– – 0.02% 110
2022
Q2 		$20K Buy
+83
New +$21.8K ﹤0.01% 129

Other funds holding WSO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

RE Dickinson Investment Advisors's WSO Position: Q4 2024 in Review

RE Dickinson Investment Advisors held its Watsco Inc (WSO) position steady in Q4 2024 at 44 shares worth $21.1K. The position accounts for 0.01% of the portfolio, ranked #132.

RE Dickinson Investment Advisors first reported a position in WSO in Q2 2022 and has held it in 11 quarters since. The position peaked at $21.8K in Q3 2024. 822 funds tracked by Wall St. Rank hold WSO as of Q4 2024.

  • RE Dickinson Investment Advisors held 44 shares of Watsco Inc worth $21.1K as of Q4 2024.
  • RE Dickinson Investment Advisors left its Watsco Inc share count unchanged in Q4 2024.
  • Watsco Inc made up 0.01% of RE Dickinson Investment Advisors's portfolio in Q4 2024, its #132 holding.
  • RE Dickinson Investment Advisors first reported a position in Watsco Inc in Q2 2022 and has held it in 11 quarters since.
  • RE Dickinson Investment Advisors's Watsco Inc position peaked at $21.8K in Q3 2024.
  • 822 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.