BCWM
WCC

Bartlett & Co Wealth Management’s WESCO International WCC Stock Holding History

Bartlett & Co 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
2020
Q4 		– Sell
-143
Closed -$6.29K – 1225
2020
Q3 		$6.29K Hold
143
– – ﹤0.01% 715
2020
Q2 		$5.02K Buy
+143
New +$4.27K ﹤0.01% 738

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
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Bartlett & Co Wealth Management's WCC Position: Q4 2020 in Review

Bartlett & Co Wealth Management sold out of WESCO International (WCC) in Q4 2020, closing a stake of 143 shares — an estimated $6.29K sold.

Bartlett & Co Wealth Management first reported a position in WCC in Q2 2020 and held it in 2 quarters. The position peaked at $6.29K in Q3 2020. 265 funds tracked by Wall St. Rank hold WCC as of Q4 2020.

  • Bartlett & Co Wealth Management reported no remaining WESCO International position as of Q4 2020 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 143 WESCO International shares in Q4 2020, an estimated $6.29K.
  • Bartlett & Co Wealth Management first reported a position in WESCO International in Q2 2020 and held it in 2 quarters.
  • Bartlett & Co Wealth Management's WESCO International position peaked at $6.29K in Q3 2020.
  • 265 funds tracked by Wall St. Rank held WESCO International as of Q4 2020.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2020, filed 13 Feb 2024.