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Syverson Strege & Co’s Watsco Inc WSO Stock Holding History

Syverson Strege & Co’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
Closed -$1.59K – 636
2023
Q1 		$1.59K Buy
+5
New +$1.47K ﹤0.01% 532
2021
Q4 		– Sell
-8
Closed -$2K – 486
2021
Q3 		$2K Buy
+8
New +$2.24K ﹤0.01% 417

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Syverson Strege & Co's WSO Position: Q2 2023 in Review

Syverson Strege & Co sold out of Watsco Inc (WSO) in Q2 2023, closing a stake of 5 shares — an estimated $1.59K sold.

Syverson Strege & Co first reported a position in WSO in Q3 2021 and held it in 2 quarters. The position peaked at $2K in Q3 2021. 676 funds tracked by Wall St. Rank hold WSO as of Q2 2023.

  • Syverson Strege & Co reported no remaining Watsco Inc position as of Q2 2023 after selling out during the quarter.
  • Syverson Strege & Co sold 5 Watsco Inc shares in Q2 2023, an estimated $1.59K.
  • Syverson Strege & Co first reported a position in Watsco Inc in Q3 2021 and held it in 2 quarters.
  • Syverson Strege & Co's Watsco Inc position peaked at $2K in Q3 2021.
  • 676 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.