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Truvestments Capital’s Watsco Inc WSO Stock Holding History

Truvestments Capital’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
Q1 		– Sell
-9
Closed -$2.25K – 950
2022
Q4 		$2.25K Buy
+9
New +$2.37K ﹤0.01% 705
2022
Q1 		– Sell
-14
Closed -$4K – 552
2021
Q4 		$4K Hold
14
– – ﹤0.01% 514
2021
Q3 		$4K Hold
14
– – ﹤0.01% 486
2021
Q2 		$4K Hold
14
– – ﹤0.01% 496
2021
Q1 		$4K Hold
14
– – ﹤0.01% 552
2020
Q4 		$3K Buy
+14
New +$3.22K ﹤0.01% 535
2020
Q3 		– Sell
-14
Closed -$2K – 562
2020
Q2 		$2K Hold
14
– – ﹤0.01% 521
2020
Q1 		$2K Buy
+14
New +$2.36K ﹤0.01% 470

Other funds holding WSO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $110B AUM 4.8% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Truvestments Capital's WSO Position: Q1 2023 in Review

Truvestments Capital sold out of Watsco Inc (WSO) in Q1 2023, closing a stake of 9 shares — an estimated $2.25K sold.

Truvestments Capital first reported a position in WSO in Q1 2020 and held it in 8 quarters. The position peaked at $4K in Q4 2021. 612 funds tracked by Wall St. Rank hold WSO as of Q1 2023.

  • Truvestments Capital reported no remaining Watsco Inc position as of Q1 2023 after selling out during the quarter.
  • Truvestments Capital sold 9 Watsco Inc shares in Q1 2023, an estimated $2.25K.
  • Truvestments Capital first reported a position in Watsco Inc in Q1 2020 and held it in 8 quarters.
  • Truvestments Capital's Watsco Inc position peaked at $4K in Q4 2021.
  • 612 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2023.

Based on Truvestments Capital's 13F filing for Q1 2023, filed 12 May 2023.