BRWA
WCC

B. Riley Wealth Advisors’s WESCO International WCC Stock Holding History

B. Riley Wealth Advisors’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
-1,328
Closed -$238K – 1637
2023
Q2 		$238K Sell
1,328
-41
-3% -$5.98K 0.01% 1256
2023
Q1 		$212K Sell
1,369
-1,094
-44% -$164K 0.01% 1268
2022
Q4 		$308K Buy
+2,463
New +$310K 0.01% 1038

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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

B. Riley Wealth Advisors's WCC Position: Q3 2023 in Review

B. Riley Wealth Advisors sold out of WESCO International (WCC) in Q3 2023, closing a stake of 1,328 shares — an estimated $238K sold.

B. Riley Wealth Advisors first reported a position in WCC in Q4 2022 and held it in 3 quarters. The position peaked at $308K in Q4 2022. 406 funds tracked by Wall St. Rank hold WCC as of Q3 2023.

  • B. Riley Wealth Advisors reported no remaining WESCO International position as of Q3 2023 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 1,328 WESCO International shares in Q3 2023, an estimated $238K.
  • B. Riley Wealth Advisors first reported a position in WESCO International in Q4 2022 and held it in 3 quarters.
  • B. Riley Wealth Advisors's WESCO International position peaked at $308K in Q4 2022.
  • 406 funds tracked by Wall St. Rank held WESCO International as of Q3 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2023, filed 1 Dec 2023.