Wipfli Financial Advisors’s Watsco Inc WSO Stock Holding History

Wipfli Financial 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 Q3	$63K	Buy	+245	New	+$66.4K	﹤0.01%	966

Other funds holding WSO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Wipfli Financial Advisors's WSO Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Watsco Inc (WSO) in Q3 2022: 245 shares worth $63K. The stake represents ﹤0.01% of the portfolio and ranks #966 among its holdings.

538 funds tracked by Wall St. Rank hold WSO as of Q3 2022.

Wipfli Financial Advisors held 245 shares of Watsco Inc worth $63K as of Q3 2022.
Watsco Inc was a new Wipfli Financial Advisors position in Q3 2022.
Watsco Inc made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #966 holding.
538 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.