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Simplicity Solutions’s Watsco Inc WSO Stock Holding History

Simplicity Solutions’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
Q4 		$265K Buy
619
+6
+1% +$2.33K 0.01% 876
2023
Q3 		$232K Sell
613
-27
-4% -$9.76K 0.01% 852
2023
Q2 		$244K Buy
+640
New +$217K 0.01% 902

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Simplicity Solutions's WSO Position: Q4 2023 in Review

Simplicity Solutions increased its Watsco Inc (WSO) stake by 0.98% in Q4 2023, buying an estimated $2.33K and bringing the position to 619 shares worth $265K. The position accounts for 0.01% of the portfolio, ranked #876.

Simplicity Solutions first reported a position in WSO in Q2 2023 and has held it in 3 quarters since. 725 funds tracked by Wall St. Rank hold WSO as of Q4 2023.

  • Simplicity Solutions held 619 shares of Watsco Inc worth $265K as of Q4 2023.
  • Simplicity Solutions bought 6 Watsco Inc shares in Q4 2023, an estimated $2.33K.
  • Watsco Inc made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #876 holding.
  • Simplicity Solutions first reported a position in Watsco Inc in Q2 2023 and has held it in 3 quarters since.
  • 725 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.