Compass Ion Advisors, LLC Watsco Inc Transaction History
Compass Ion Advisors, LLC
- $660 Million
- Q1 2024
A detailed history of Compass Ion Advisors, LLC transactions in Watsco Inc stock. As of the latest transaction made, Compass Ion Advisors, LLC holds 868 shares of WSO stock, worth $417,126. This represents 0.06% of its overall portfolio holdings.
Number of Shares
868
Previous 1,135
23.52%
Holding current value
$417,126
Previous $486,000
23.05%
% of portfolio
0.06%
Previous 0.08%
Shares
15 transactions
Others Institutions Holding WSO
# of Institutions
787Shares Held
32.8MCall Options Held
169KPut Options Held
152K-
Black Rock Inc. New York, NY3.66MShares$1.76 Billion0.04% of portfolio
-
Vanguard Group Inc Valley Forge, PA3.41MShares$1.64 Billion0.03% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA1.69MShares$810 Million1.73% of portfolio
-
Baillie Gifford & CO1.46MShares$701 Million0.5% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.24MShares$597 Million0.12% of portfolio
About WATSCO INC
- Ticker WSO
- Exchange NYSE
- Sector Industrials
- Industry Industrial Distribution
- Shares Outstandng 33,206,900
- Market Cap $16B
- Description
- Watsco, Inc., together with its subsidiaries, distributes air conditioning, heating, refrigeration equipment, and related parts and supplies. The company distributes equipment comprising residential ducted and ductless air conditioners, such as gas, electric, and oil furnaces; commercial air conditioning and heating equipment systems; and other ...