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Second Half Financial Partners’s Watsco Inc WSO Stock Holding History

Second Half Financial Partners’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
2023
Q3 		– Sell
-7,710
Closed -$2.94M – 146
2023
Q2 		$2.94M Buy
+7,710
New +$2.61M 0.67% 45

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Second Half Financial Partners's WSO Position: Q3 2023 in Review

Second Half Financial Partners sold out of Watsco Inc (WSO) in Q3 2023, closing a stake of 7,710 shares — an estimated $2.94M sold.

Second Half Financial Partners first reported a position in WSO in Q2 2023 and held it in 1 quarter. The position peaked at $2.94M in Q2 2023. 681 funds tracked by Wall St. Rank hold WSO as of Q3 2023.

  • Second Half Financial Partners reported no remaining Watsco Inc position as of Q3 2023 after selling out during the quarter.
  • Second Half Financial Partners sold 7,710 Watsco Inc shares in Q3 2023, an estimated $2.94M.
  • Second Half Financial Partners first reported a position in Watsco Inc in Q2 2023 and held it in 1 quarter.
  • Second Half Financial Partners's Watsco Inc position peaked at $2.94M in Q2 2023.
  • 681 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2023.

Based on Second Half Financial Partners's 13F filing for Q3 2023, filed 3 Nov 2023.