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AE Wealth Management’s WESCO International WCC Stock Holding History

AE Wealth Management’s Portfolio WCC Stock Details WCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1,294
Closed -$232K – 2080
2023
Q2 		$232K Buy
+1,294
New +$189K ﹤0.01% 1694
2022
Q4 		– Sell
-4,730
Closed -$565K – 1925
2022
Q3 		$565K Buy
+4,730
New +$592K ﹤0.01% 1191
2022
Q2 		– Sell
-5,261
Closed -$685K – 1853
2022
Q1 		$685K Buy
+5,261
New +$659K ﹤0.01% 1073

Other funds holding WCC

LGP
Leonard Green & Partners Los Angeles, California $962M AUM 35.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
PP
Peconic Partners New York $8.04B AUM 107.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AE Wealth Management's WCC Position: Q3 2023 in Review

AE Wealth Management sold out of WESCO International (WCC) in Q3 2023, closing a stake of 1,294 shares — an estimated $232K sold.

AE Wealth Management first reported a position in WCC in Q1 2022 and held it in 3 quarters. The position peaked at $685K in Q1 2022. 406 funds tracked by Wall St. Rank hold WCC as of Q3 2023.

  • AE Wealth Management reported no remaining WESCO International position as of Q3 2023 after selling out during the quarter.
  • AE Wealth Management sold 1,294 WESCO International shares in Q3 2023, an estimated $232K.
  • AE Wealth Management first reported a position in WESCO International in Q1 2022 and held it in 3 quarters.
  • AE Wealth Management's WESCO International position peaked at $685K in Q1 2022.
  • 406 funds tracked by Wall St. Rank held WESCO International as of Q3 2023.

Based on AE Wealth Management's 13F filing for Q3 2023, filed 11 Oct 2023.