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Sutton Wealth Advisors’s Watsco Inc WSO Stock Holding History

Sutton Wealth 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
2023
Q3 		$14.4K Hold
38
– – 0.01% 410
2023
Q2 		$14.5K Hold
38
– – 0.01% 398
2023
Q1 		$12.1K Sell
38
-5
-12% -$1.47K 0.01% 386
2022
Q4 		$10.7K Buy
43
+11
+34% +$2.89K ﹤0.01% 919
2022
Q3 		$8.24K Buy
32
+30
+1,500% +$8.13K ﹤0.01% 955
2022
Q2 		$478 Sell
2
-1
-33% -$263 ﹤0.01% 1470
2022
Q1 		$914 Hold
3
– – ﹤0.01% 1366
2021
Q4 		$939 Buy
+3
New +$889 ﹤0.01% 1343

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Sutton Wealth Advisors's WSO Position: Q3 2023 in Review

Sutton Wealth Advisors held its Watsco Inc (WSO) position steady in Q3 2023 at 38 shares worth $14.4K. The position accounts for 0.01% of the portfolio, ranked #410.

Sutton Wealth Advisors first reported a position in WSO in Q4 2021 and has held it in 8 quarters since. The position peaked at $14.5K in Q2 2023. 682 funds tracked by Wall St. Rank hold WSO as of Q3 2023.

  • Sutton Wealth Advisors held 38 shares of Watsco Inc worth $14.4K as of Q3 2023.
  • Sutton Wealth Advisors left its Watsco Inc share count unchanged in Q3 2023.
  • Watsco Inc made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #410 holding.
  • Sutton Wealth Advisors first reported a position in Watsco Inc in Q4 2021 and has held it in 8 quarters since.
  • Sutton Wealth Advisors's Watsco Inc position peaked at $14.5K in Q2 2023.
  • 682 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.