BHWA
WCC

Beacon Harbor Wealth Advisors’s WESCO International WCC Stock Holding History

Beacon Harbor 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
Q2 		– Sell
-24,994
Closed -$3.86M – 85
2023
Q1 		$3.86M Buy
+24,994
New +$3.74M 1.35% 43

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
PP
Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Beacon Harbor Wealth Advisors's WCC Position: Q2 2023 in Review

Beacon Harbor Wealth Advisors sold out of WESCO International (WCC) in Q2 2023, closing a stake of 24,994 shares — an estimated $3.86M sold.

Beacon Harbor Wealth Advisors first reported a position in WCC in Q1 2023 and held it in 1 quarter. The position peaked at $3.86M in Q1 2023. 446 funds tracked by Wall St. Rank hold WCC as of Q2 2023.

  • Beacon Harbor Wealth Advisors reported no remaining WESCO International position as of Q2 2023 after selling out during the quarter.
  • Beacon Harbor Wealth Advisors sold 24,994 WESCO International shares in Q2 2023, an estimated $3.86M.
  • Beacon Harbor Wealth Advisors first reported a position in WESCO International in Q1 2023 and held it in 1 quarter.
  • Beacon Harbor Wealth Advisors's WESCO International position peaked at $3.86M in Q1 2023.
  • 446 funds tracked by Wall St. Rank held WESCO International as of Q2 2023.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.