WIM
WSO icon

WealthPlan Investment Management’s Watsco Inc WSO Stock Holding History

WealthPlan Investment Management’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
Q2 		– Sell
-122
Closed -$38.8K – 465
2023
Q1 		$38.8K Buy
+122
New +$35.8K 0.01% 265

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

WealthPlan Investment Management's WSO Position: Q2 2023 in Review

WealthPlan Investment Management sold out of Watsco Inc (WSO) in Q2 2023, closing a stake of 122 shares — an estimated $38.8K sold.

WealthPlan Investment Management first reported a position in WSO in Q1 2023 and held it in 1 quarter. The position peaked at $38.8K in Q1 2023. 676 funds tracked by Wall St. Rank hold WSO as of Q2 2023.

  • WealthPlan Investment Management reported no remaining Watsco Inc position as of Q2 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 122 Watsco Inc shares in Q2 2023, an estimated $38.8K.
  • WealthPlan Investment Management first reported a position in Watsco Inc in Q1 2023 and held it in 1 quarter.
  • WealthPlan Investment Management's Watsco Inc position peaked at $38.8K in Q1 2023.
  • 676 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2023.

Based on WealthPlan Investment Management's 13F filing for Q2 2023, filed 25 Jul 2023.