WATSCO INC's ticker is WSOB and the CUSIP is 942622101.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $820,433 | -0.3% | 2,184 | +0.4% | 0.09% | -15.4% |
| Q2 2023 | $822,602 | +20.6% | 2,176 | +0.4% | 0.10% | +40.5% |
| Q1 2023 | $681,899 | +28.5% | 2,168 | +0.4% | 0.07% | +23.3% |
| Q4 2022 | $530,856 | -3.7% | 2,159 | +0.4% | 0.06% | -1.6% |
| Q3 2022 | $551,000 | +8.7% | 2,150 | +0.4% | 0.06% | +15.1% |
| Q2 2022 | $507,000 | -21.4% | 2,141 | +0.4% | 0.05% | -13.1% |
| Q1 2022 | $645,000 | -2.6% | 2,133 | +0.4% | 0.06% | 0.0% |
| Q4 2021 | $662,000 | +131.5% | 2,125 | +99.9% | 0.06% | +125.9% |
| Q3 2021 | $286,000 | – | 1,063 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Compass Ion Advisors, LLC | 2,727 | $614,000 | 0.24% |
| CSS LLC/IL | 3,971 | $926,000 | 0.04% |
| UMB Bank, n.a. | 3,187 | $717,000 | 0.02% |
| GABELLI FUNDS LLC | 7,875 | $1,772,000 | 0.01% |
| DIMENSIONAL FUND ADVISORS LP | 10,265 | $2,566,000 | 0.00% |
| UBS Group AG | 468 | $105,000 | 0.00% |
| WELLS FARGO & COMPANY/MN | 75 | $17,000 | 0.00% |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% |
| Renaissance Technologies | 1,400 | $326,000 | 0.00% |
| MORGAN STANLEY | 900 | $203,000 | 0.00% |