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Belpointe Asset Management’s WESCO International WCC Stock Holding History

Belpointe Asset 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
Q2 		– Sell
-1,178
Closed -$182K – 3351
2023
Q1 		$182K Sell
1,178
-514
-30% -$77K 0.01% 987
2022
Q4 		$212K Sell
1,692
-692
-29% -$87.1K 0.01% 875
2022
Q3 		$285K Buy
+2,384
New +$298K 0.02% 707

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
PP
Peconic Partners New York $8.04B AUM 107.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Belpointe Asset Management's WCC Position: Q2 2023 in Review

Belpointe Asset Management sold out of WESCO International (WCC) in Q2 2023, closing a stake of 1,178 shares — an estimated $182K sold.

Belpointe Asset Management first reported a position in WCC in Q3 2022 and held it in 3 quarters. The position peaked at $285K in Q3 2022. 444 funds tracked by Wall St. Rank hold WCC as of Q2 2023.

  • Belpointe Asset Management reported no remaining WESCO International position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 1,178 WESCO International shares in Q2 2023, an estimated $182K.
  • Belpointe Asset Management first reported a position in WESCO International in Q3 2022 and held it in 3 quarters.
  • Belpointe Asset Management's WESCO International position peaked at $285K in Q3 2022.
  • 444 funds tracked by Wall St. Rank held WESCO International as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.