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SYSTM Wealth Solutions’s Watsco Inc WSO Stock Holding History

SYSTM Wealth 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
2024
Q3 		– Sell
-4,389
Closed -$2.03M – 639
2024
Q2 		$2.03M Sell
4,389
-3,345
-43% -$1.53M 0.45% 75
2024
Q1 		$3.34M Buy
7,734
+806
+12% +$324K 0.42% 62
2023
Q4 		$2.97M Sell
6,928
-832
-11% -$322K 0.41% 61
2023
Q3 		$2.93M Buy
7,760
+941
+14% +$340K 0.45% 51
2023
Q2 		$2.6M Sell
6,819
-237
-3% -$80.4K 0.35% 68
2023
Q1 		$2.24M Buy
7,056
+1,017
+17% +$299K 0.35% 71
2022
Q4 		$1.51M Buy
+6,039
New +$1.59M 0.19% 153

Other funds holding WSO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

SYSTM Wealth Solutions's WSO Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Watsco Inc (WSO) in Q3 2024, closing a stake of 4,389 shares — an estimated $2.03M sold.

SYSTM Wealth Solutions first reported a position in WSO in Q4 2022 and held it in 7 quarters. The position peaked at $3.34M in Q1 2024. 786 funds tracked by Wall St. Rank hold WSO as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Watsco Inc position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 4,389 Watsco Inc shares in Q3 2024, an estimated $2.03M.
  • SYSTM Wealth Solutions first reported a position in Watsco Inc in Q4 2022 and held it in 7 quarters.
  • SYSTM Wealth Solutions's Watsco Inc position peaked at $3.34M in Q1 2024.
  • 786 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.