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Washington Trust Advisors’s Watsco Inc WSO Stock Holding History

Washington Trust Advisors’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
2022
Q4 		– Sell
-69
Closed -$18K – 900
2022
Q3 		$18K Hold
69
– – ﹤0.01% 537
2022
Q2 		$16K Sell
69
-25
-27% -$6.58K ﹤0.01% 578
2022
Q1 		$29K Sell
94
-2
-2% -$570 ﹤0.01% 533
2021
Q4 		$30K Buy
+96
New +$28.4K ﹤0.01% 566

Other funds holding WSO

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $97.9B AUM 20.73% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Washington Trust Advisors's WSO Position: Q4 2022 in Review

Washington Trust Advisors sold out of Watsco Inc (WSO) in Q4 2022, closing a stake of 69 shares — an estimated $18K sold.

Washington Trust Advisors first reported a position in WSO in Q4 2021 and held it in 4 quarters. The position peaked at $30K in Q4 2021. 568 funds tracked by Wall St. Rank hold WSO as of Q4 2022.

  • Washington Trust Advisors reported no remaining Watsco Inc position as of Q4 2022 after selling out during the quarter.
  • Washington Trust Advisors sold 69 Watsco Inc shares in Q4 2022, an estimated $18K.
  • Washington Trust Advisors first reported a position in Watsco Inc in Q4 2021 and held it in 4 quarters.
  • Washington Trust Advisors's Watsco Inc position peaked at $30K in Q4 2021.
  • 568 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2022.

Based on Washington Trust Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.