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Veritable’s Watsco Inc WSO Stock Holding History

Veritable’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
Q3 		– Sell
-1,174
Closed -$448K – 839
2023
Q2 		$448K Sell
1,174
-3
-0.3% -$1.02K 0.01% 578
2023
Q1 		$374K Hold
1,177
– – 0.01% 620
2022
Q4 		$294K Buy
1,177
+242
+26% +$63.6K 0.01% 669
2022
Q3 		$241K Buy
+935
New +$253K ﹤0.01% 700
2022
Q2 		– Sell
-708
Closed -$216K – 973
2022
Q1 		$216K Sell
708
-271
-28% -$77.3K ﹤0.01% 837
2021
Q4 		$306K Buy
+979
New +$290K ﹤0.01% 713

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 $3.37T AUM 44.26% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Veritable's WSO Position: Q3 2023 in Review

Veritable sold out of Watsco Inc (WSO) in Q3 2023, closing a stake of 1,174 shares — an estimated $448K sold.

Veritable first reported a position in WSO in Q4 2021 and held it in 6 quarters. The position peaked at $448K in Q2 2023. 681 funds tracked by Wall St. Rank hold WSO as of Q3 2023.

  • Veritable reported no remaining Watsco Inc position as of Q3 2023 after selling out during the quarter.
  • Veritable sold 1,174 Watsco Inc shares in Q3 2023, an estimated $448K.
  • Veritable first reported a position in Watsco Inc in Q4 2021 and held it in 6 quarters.
  • Veritable's Watsco Inc position peaked at $448K in Q2 2023.
  • 681 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.