SVB Wealth’s Watsco Inc WSO Stock Holding History
Bought
Maintained
Sold
Other funds holding WSO
SVB Wealth's WSO Position: Q2 2024 in Review
SVB Wealth sold out of Watsco Inc (WSO) in Q2 2024, closing a stake of 466 shares — an estimated $201K sold.
SVB Wealth first reported a position in WSO in Q2 2018 and held it in 10 quarters. The position peaked at $1.17M in Q2 2018. 775 funds tracked by Wall St. Rank hold WSO as of Q2 2024.
- SVB Wealth reported no remaining Watsco Inc position as of Q2 2024 after selling out during the quarter.
- SVB Wealth sold 466 Watsco Inc shares in Q2 2024, an estimated $201K.
- SVB Wealth first reported a position in Watsco Inc in Q2 2018 and held it in 10 quarters.
- SVB Wealth's Watsco Inc position peaked at $1.17M in Q2 2018.
- 775 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2024.
Based on SVB Wealth's 13F filing for Q2 2024, filed 6 Aug 2024.