Forum Financial Management, LP Watsco Inc Transaction History
Forum Financial Management, LP
- $5.24 Billion
- Q3 2024
A detailed history of Forum Financial Management, LP transactions in Watsco Inc stock. As of the latest transaction made, Forum Financial Management, LP holds 504 shares of WSO stock, worth $262,452. This represents 0.0% of its overall portfolio holdings.
Number of Shares
504
Previous 503
0.2%
Holding current value
$262,452
Previous $233,000
6.01%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding WSO
# of Institutions
843Shares Held
31.8MCall Options Held
92.1KPut Options Held
139K-
Black Rock Inc. New York, NY3.76MShares$1.96 Billion0.04% of portfolio
-
Vanguard Group Inc Valley Forge, PA3.57MShares$1.86 Billion0.03% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA1.55MShares$806 Million1.74% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.25MShares$652 Million0.12% of portfolio
-
Baillie Gifford & CO1.23MShares$643 Million0.46% of portfolio
About WATSCO INC
- Ticker WSO
- Exchange NYSE
- Sector Industrials
- Industry Industrial Distribution
- Shares Outstandng 33,206,900
- Market Cap $17.3B
- 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 ...