AIM
WCC

Aspen Investment Management’s WESCO International WCC Stock Holding History

Aspen Investment 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
-1,235
Closed -$221K – 151
2023
Q2 		$221K Buy
+1,235
New +$180K 0.13% 130

Other funds holding WCC

LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
PP
Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Aspen Investment Management's WCC Position: Q3 2023 in Review

Aspen Investment Management sold out of WESCO International (WCC) in Q3 2023, closing a stake of 1,235 shares — an estimated $221K sold.

Aspen Investment Management first reported a position in WCC in Q2 2023 and held it in 1 quarter. The position peaked at $221K in Q2 2023. 406 funds tracked by Wall St. Rank hold WCC as of Q3 2023.

  • Aspen Investment Management reported no remaining WESCO International position as of Q3 2023 after selling out during the quarter.
  • Aspen Investment Management sold 1,235 WESCO International shares in Q3 2023, an estimated $221K.
  • Aspen Investment Management first reported a position in WESCO International in Q2 2023 and held it in 1 quarter.
  • Aspen Investment Management's WESCO International position peaked at $221K in Q2 2023.
  • 406 funds tracked by Wall St. Rank held WESCO International as of Q3 2023.

Based on Aspen Investment Management's 13F filing for Q3 2023, filed 1 Nov 2023.