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Sargent Bickham Lagudis’s Watsco Inc WSO Stock Holding History

Sargent Bickham Lagudis’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
Q4 		$28.7K Hold
115
– – ﹤0.01% 539
2022
Q3 		$30K Sell
115
-15
-12% -$4.07K ﹤0.01% 503
2022
Q2 		$31K Buy
130
+116
+829% +$30.5K ﹤0.01% 515
2022
Q1 		$4K Hold
14
– – ﹤0.01% 831
2021
Q4 		$4K Buy
+14
New +$4.15K ﹤0.01% 840
2020
Q1 		– Sell
-11
Closed -$2K – 932
2019
Q4 		$2K Buy
+11
New +$1.94K ﹤0.01% 787

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Sargent Bickham Lagudis's WSO Position: Q4 2022 in Review

Sargent Bickham Lagudis held its Watsco Inc (WSO) position steady in Q4 2022 at 115 shares worth $28.7K. The position accounts for ﹤0.01% of the portfolio, ranked #539.

Sargent Bickham Lagudis first reported a position in WSO in Q4 2019 and has held it in 6 quarters since. The position peaked at $31K in Q2 2022. 568 funds tracked by Wall St. Rank hold WSO as of Q4 2022.

  • Sargent Bickham Lagudis held 115 shares of Watsco Inc worth $28.7K as of Q4 2022.
  • Sargent Bickham Lagudis left its Watsco Inc share count unchanged in Q4 2022.
  • Watsco Inc made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #539 holding.
  • Sargent Bickham Lagudis first reported a position in Watsco Inc in Q4 2019 and has held it in 6 quarters since.
  • Sargent Bickham Lagudis's Watsco Inc position peaked at $31K in Q2 2022.
  • 568 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.