BHWM
WCC icon

Beaird Harris Wealth Management’s WESCO International WCC Stock Holding History

Beaird Harris 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
Q1 		– Sell
-24
Closed -$3K – 747
2022
Q4 		$3K Buy
+24
New +$3.02K ﹤0.01% 512

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
PP
Peconic Partners New York $8.04B AUM 107.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Beaird Harris Wealth Management's WCC Position: Q1 2023 in Review

Beaird Harris Wealth Management sold out of WESCO International (WCC) in Q1 2023, closing a stake of 24 shares — an estimated $3K sold.

Beaird Harris Wealth Management first reported a position in WCC in Q4 2022 and held it in 1 quarter. The position peaked at $3K in Q4 2022. 429 funds tracked by Wall St. Rank hold WCC as of Q1 2023.

  • Beaird Harris Wealth Management reported no remaining WESCO International position as of Q1 2023 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 24 WESCO International shares in Q1 2023, an estimated $3K.
  • Beaird Harris Wealth Management first reported a position in WESCO International in Q4 2022 and held it in 1 quarter.
  • Beaird Harris Wealth Management's WESCO International position peaked at $3K in Q4 2022.
  • 429 funds tracked by Wall St. Rank held WESCO International as of Q1 2023.

Based on Beaird Harris Wealth Management's 13F filing for Q1 2023, filed 24 Apr 2023.