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WR Wealth Planners’s Watsco Inc WSO Stock Holding History

WR Wealth Planners’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
Q4 		$16.6K Hold
35
– – 0.01% 509
2024
Q3 		$17.2K Buy
35
+8
+30% +$3.85K ﹤0.01% 524
2024
Q2 		$12.5K Sell
27
-6
-18% -$2.74K ﹤0.01% 551
2024
Q1 		$14.3K Buy
+33
New +$13.3K ﹤0.01% 517
2023
Q4 		– Sell
-28
Closed -$10.6K – 865
2023
Q3 		$10.6K Hold
28
– – ﹤0.01% 550
2023
Q2 		$10.7K Sell
28
-9
-24% -$3.05K ﹤0.01% 545
2023
Q1 		$11.8K Buy
+37
New +$10.9K 0.01% 515

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

WR Wealth Planners's WSO Position: Q4 2024 in Review

WR Wealth Planners held its Watsco Inc (WSO) position steady in Q4 2024 at 35 shares worth $16.6K. The position accounts for 0.01% of the portfolio, ranked #509.

WR Wealth Planners first reported a position in WSO in Q1 2023 and has held it in 7 quarters since. The position peaked at $17.2K in Q3 2024. 821 funds tracked by Wall St. Rank hold WSO as of Q4 2024.

  • WR Wealth Planners held 35 shares of Watsco Inc worth $16.6K as of Q4 2024.
  • WR Wealth Planners left its Watsco Inc share count unchanged in Q4 2024.
  • Watsco Inc made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #509 holding.
  • WR Wealth Planners first reported a position in Watsco Inc in Q1 2023 and has held it in 7 quarters since.
  • WR Wealth Planners's Watsco Inc position peaked at $17.2K in Q3 2024.
  • 821 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.