Synovus Financial’s Watsco Inc WSO Stock Holding History

Synovus Financial’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
2025 Q3	$211K	Hold	522	–	–	﹤0.01%	904
2025 Q2	$231K	Hold	522	–	–	﹤0.01%	852
2025 Q1	$265K	Buy	522 +29	+6%	+$14.3K	﹤0.01%	791
2024 Q4	$234K	Hold	493	–	–	﹤0.01%	807
2024 Q3	$242K	Sell	493 -6	-1%	-$2.88K	﹤0.01%	835
2024 Q2	$231K	Buy	499 +6	+1%	+$2.74K	﹤0.01%	789
2024 Q1	$213K	Sell	493 -3	-0.6%	-$1.21K	﹤0.01%	803
2023 Q4	$213K	Buy	+496	New	+$192K	﹤0.01%	784
2020 Q3	–	Sell	-475	Closed	-$84K	–	1469
2020 Q2	$84K	Sell	475 -87	-15%	-$14.4K	﹤0.01%	806
2020 Q1	$89K	Buy	562 +87	+18%	+$14.7K	﹤0.01%	952
2019 Q4	$85K	Hold	475	–	–	﹤0.01%	838
2019 Q3	$80K	Hold	475	–	–	﹤0.01%	811
2019 Q2	$77K	Hold	475	–	–	﹤0.01%	756
2019 Q1	$68K	Hold	475	–	–	﹤0.01%	764
2018 Q4	$66K	Hold	475	–	–	﹤0.01%	731
2018 Q3	$85K	Buy	+475	New	+$83.9K	﹤0.01%	735

Other funds holding WSO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

William Blair & Company

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return