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Western Pacific Wealth Management’s Watsco Inc WSO Stock Holding History

Western Pacific Wealth 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
Q4 		– Sell
-16
Closed -$6.04K – 283
2023
Q3 		$6.04K Hold
16
– – 0.01% 201
2023
Q2 		$6.1K Hold
16
– – ﹤0.01% 208
2023
Q1 		$5.09K Hold
16
– – ﹤0.01% 224
2022
Q4 		$3.99K Buy
+16
New +$4.21K ﹤0.01% 233

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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

Western Pacific Wealth Management's WSO Position: Q4 2023 in Review

Western Pacific Wealth Management sold out of Watsco Inc (WSO) in Q4 2023, closing a stake of 16 shares — an estimated $6.04K sold.

Western Pacific Wealth Management first reported a position in WSO in Q4 2022 and held it in 4 quarters. The position peaked at $6.1K in Q2 2023. 726 funds tracked by Wall St. Rank hold WSO as of Q4 2023.

  • Western Pacific Wealth Management reported no remaining Watsco Inc position as of Q4 2023 after selling out during the quarter.
  • Western Pacific Wealth Management sold 16 Watsco Inc shares in Q4 2023, an estimated $6.04K.
  • Western Pacific Wealth Management first reported a position in Watsco Inc in Q4 2022 and held it in 4 quarters.
  • Western Pacific Wealth Management's Watsco Inc position peaked at $6.1K in Q2 2023.
  • 726 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2023.

Based on Western Pacific Wealth Management's 13F filing for Q4 2023, filed 9 Feb 2024.