Sowell Financial Services’s Watsco Inc WSO Stock Holding History

Sowell Financial Services’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 Q2	–	Sell	-5,179	Closed	-$1.65M	–	843
2023 Q1	$1.65M	Buy	+5,179	New	+$1.52M	0.13%	188
2021 Q2	–	Sell	-4,728	Closed	-$1.39M	–	2755
2021 Q1	$1.39M	Buy	4,728 +4,472	+1,747%	+$1.1M	0.05%	324
2020 Q4	$58K	Sell	256 -21	-8%	-$4.83K	﹤0.01%	1346
2020 Q3	$65K	Sell	277 -31	-10%	-$6.98K	﹤0.01%	1124
2020 Q2	$55K	Sell	308 -77	-20%	-$12.7K	﹤0.01%	1143
2020 Q1	$61K	Sell	385 -604	-61%	-$102K	﹤0.01%	988
2019 Q4	$178K	Buy	989 +925	+1,445%	+$163K	0.01%	752
2019 Q3	$11K	Buy	+64	New	+$10.4K	﹤0.01%	1514

Other funds holding WSO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Sowell Financial Services's WSO Position: Q2 2023 in Review

Sowell Financial Services sold out of Watsco Inc (WSO) in Q2 2023, closing a stake of 5,179 shares — an estimated $1.65M sold.

Sowell Financial Services first reported a position in WSO in Q3 2019 and held it in 8 quarters. The position peaked at $1.65M in Q1 2023. 676 funds tracked by Wall St. Rank hold WSO as of Q2 2023.

Sowell Financial Services reported no remaining Watsco Inc position as of Q2 2023 after selling out during the quarter.
Sowell Financial Services sold 5,179 Watsco Inc shares in Q2 2023, an estimated $1.65M.
Sowell Financial Services first reported a position in Watsco Inc in Q3 2019 and held it in 8 quarters.
Sowell Financial Services's Watsco Inc position peaked at $1.65M in Q1 2023.
676 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2023.

Based on Sowell Financial Services's 13F filing for Q2 2023, filed 14 Aug 2023.