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Valley Wealth Managers’s Watsco Inc WSO Stock Holding History

Valley Wealth Managers’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
Closed -$1.85K – 448
2024
Q2 		$1.85K Buy
+4
New +$1.83K ﹤0.01% 342
2023
Q2 		– Sell
-44
Closed -$14.9K – 362
2023
Q1 		$14K Buy
+44
New +$12.9K ﹤0.01% 273

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

Valley Wealth Managers's WSO Position: Q3 2024 in Review

Valley Wealth Managers sold out of Watsco Inc (WSO) in Q3 2024, closing a stake of 4 shares — an estimated $1.85K sold.

Valley Wealth Managers first reported a position in WSO in Q1 2023 and held it in 2 quarters. The position peaked at $14K in Q1 2023. 786 funds tracked by Wall St. Rank hold WSO as of Q3 2024.

  • Valley Wealth Managers reported no remaining Watsco Inc position as of Q3 2024 after selling out during the quarter.
  • Valley Wealth Managers sold 4 Watsco Inc shares in Q3 2024, an estimated $1.85K.
  • Valley Wealth Managers first reported a position in Watsco Inc in Q1 2023 and held it in 2 quarters.
  • Valley Wealth Managers's Watsco Inc position peaked at $14K in Q1 2023.
  • 786 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2024.

Based on Valley Wealth Managers's 13F filing for Q3 2024, filed 6 Nov 2024.