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Watsco, Incorporated shares owned by Baker Avenue Asset Management

Quarter-by-quarter ownership of Watsco, Incorporated (WSO) shares owned by Baker Avenue Asset Management from 13F filings

Historical chart of Baker Avenue Asset Management investment in Watsco, Incorporated

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All positions including Watsco, Incorporated held by Baker Avenue Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Watsco, Incorporated by Baker Avenue Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $626k 1.3k 491.88
2023-09-30 $34k 89 377.72
2023-06-30 $47k 123 381.47
2023-03-31 $59k 185 318.16
2022-12-31 $46k 185 249.40

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View all positions for Baker Avenue Asset Management

Top funds holding Watsco, Incorporated

BlackRock
BlackRock
Vanguard Group
Kayne Anderson Rudnick Investment Management
Charles Schwab Investment Management
Baillie Gifford & Co
State Street Corporation
William Blair $ Company
Geode Capital Management
Capital World Investors
Morgan Stanley
Neuberger Berman Group
Markel Corporation
Wells Fargo & Company
Jpmorgan Chase & Co

View all funds holding Watsco, Incorporated