BWM
WCC

BerganKDV Wealth Management’s WESCO International WCC Stock Holding History

BerganKDV 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
Q3 		– Sell
-25
Closed -$1K – 1019
2020
Q2 		$1K Sell
25
-38
-60% -$1.14K ﹤0.01% 919
2020
Q1 		$1K Hold
63
– – ﹤0.01% 898
2019
Q4 		$4K Buy
+63
New +$3.29K ﹤0.01% 682

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

BerganKDV Wealth Management's WCC Position: Q3 2020 in Review

BerganKDV Wealth Management sold out of WESCO International (WCC) in Q3 2020, closing a stake of 25 shares — an estimated $1K sold.

BerganKDV Wealth Management first reported a position in WCC in Q4 2019 and held it in 3 quarters. The position peaked at $4K in Q4 2019. 243 funds tracked by Wall St. Rank hold WCC as of Q3 2020.

  • BerganKDV Wealth Management reported no remaining WESCO International position as of Q3 2020 after selling out during the quarter.
  • BerganKDV Wealth Management sold 25 WESCO International shares in Q3 2020, an estimated $1K.
  • BerganKDV Wealth Management first reported a position in WESCO International in Q4 2019 and held it in 3 quarters.
  • BerganKDV Wealth Management's WESCO International position peaked at $4K in Q4 2019.
  • 243 funds tracked by Wall St. Rank held WESCO International as of Q3 2020.

Based on BerganKDV Wealth Management's 13F filing for Q3 2020, filed 5 Nov 2020.