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Resurgent Financial Advisors’s Watsco Inc WSO Stock Holding History

Resurgent Financial 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
Q1 		– Sell
-57
Closed -$24.4K – 491
2023
Q4 		$24.4K Buy
+57
New +$22.1K 0.02% 454
2023
Q1 		– Sell
-156
Closed -$38.9K – 642
2022
Q4 		$38.9K Buy
+156
New +$41K 0.02% 478

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

Resurgent Financial Advisors's WSO Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of Watsco Inc (WSO) in Q1 2024, closing a stake of 57 shares — an estimated $24.4K sold.

Resurgent Financial Advisors first reported a position in WSO in Q4 2022 and held it in 2 quarters. The position peaked at $38.9K in Q4 2022. 745 funds tracked by Wall St. Rank hold WSO as of Q1 2024.

  • Resurgent Financial Advisors reported no remaining Watsco Inc position as of Q1 2024 after selling out during the quarter.
  • Resurgent Financial Advisors sold 57 Watsco Inc shares in Q1 2024, an estimated $24.4K.
  • Resurgent Financial Advisors first reported a position in Watsco Inc in Q4 2022 and held it in 2 quarters.
  • Resurgent Financial Advisors's Watsco Inc position peaked at $38.9K in Q4 2022.
  • 745 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.