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TC
Truvestments Capital’s
Watsco Inc
WSO
Stock Holding History
Truvestments Capital’s Portfolio
WSO Stock Details
WSO Fund Activity
Bought
Maintained
Sold
Shares
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
New York
$5.72T AUM
30.48%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
Baillie Gifford & Co
Edinburgh, United Kingdom
$97.9B AUM
20.73%
1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Los Angeles, California
$34B AUM
6.31%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
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
Capital World Investors
Los Angeles, California
$733B AUM
35.63%
1-Year Est. Return
William Blair & Company
Chicago, Illinois
$34.9B AUM
18.88%
1-Year Est. Return
Neuberger Berman Group
New York
$131B AUM
28.36%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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