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Wetzel Investment Advisors’s Watsco Inc WSO Stock Holding History

Wetzel Investment 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
2024
Q3 		– Sell
-59
Closed -$25.5K – 899
2024
Q2 		$25.5K Hold
59
– – 0.01% 314
2024
Q1 		$23.7K Hold
59
– – 0.01% 349
2023
Q4 		$25K Buy
+59
New +$22.9K 0.02% 342

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

Wetzel Investment Advisors's WSO Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Watsco Inc (WSO) in Q3 2024, closing a stake of 59 shares — an estimated $25.5K sold.

Wetzel Investment Advisors first reported a position in WSO in Q4 2023 and held it in 3 quarters. The position peaked at $25.5K in Q2 2024. 786 funds tracked by Wall St. Rank hold WSO as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Watsco Inc position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 59 Watsco Inc shares in Q3 2024, an estimated $25.5K.
  • Wetzel Investment Advisors first reported a position in Watsco Inc in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Watsco Inc position peaked at $25.5K in Q2 2024.
  • 786 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.