Triad Wealth Partners’s Watsco Inc WSO Stock Holding History

Triad Wealth Partners’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	-26	Closed	-$12K	–	953
2024 Q2	$12K	Buy	+26	New	+$11.9K	0.01%	430

Other funds holding WSO

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

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

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Triad Wealth Partners's WSO Position: Q3 2024 in Review

Triad Wealth Partners sold out of Watsco Inc (WSO) in Q3 2024, closing a stake of 26 shares — an estimated $12K sold.

Triad Wealth Partners first reported a position in WSO in Q2 2024 and held it in 1 quarter. The position peaked at $12K in Q2 2024. 786 funds tracked by Wall St. Rank hold WSO as of Q3 2024.

Triad Wealth Partners reported no remaining Watsco Inc position as of Q3 2024 after selling out during the quarter.
Triad Wealth Partners sold 26 Watsco Inc shares in Q3 2024, an estimated $12K.
Triad Wealth Partners first reported a position in Watsco Inc in Q2 2024 and held it in 1 quarter.
Triad Wealth Partners's Watsco Inc position peaked at $12K in Q2 2024.
786 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.