Berman Capital Advisors’s WESCO International WCC Stock Holding History

Berman Capital 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
2021 Q3	$25K	Buy	218 +11	+5%	+$1.21K	﹤0.01%	914
2021 Q2	$21K	Hold	207	–	–	﹤0.01%	894
2021 Q1	$17K	Hold	207	–	–	﹤0.01%	847
2020 Q4	$16K	Hold	207	–	–	﹤0.01%	750
2020 Q3	$9K	Hold	207	–	–	﹤0.01%	855
2020 Q2	$7K	Buy	+207	New	+$6.19K	﹤0.01%	909
2019 Q2	–	Sell	-127	Closed	-$6K	–	1589
2019 Q1	$6K	Buy	+127	New	+$6.72K	﹤0.01%	833

Other funds holding WCC

LGP

Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Berman Capital Advisors's WCC Position: Q3 2021 in Review

Berman Capital Advisors increased its WESCO International (WCC) stake by 5.3% in Q3 2021, buying an estimated $1.21K and bringing the position to 218 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #914.

Berman Capital Advisors first reported a position in WCC in Q1 2019 and has held it in 7 quarters since. 305 funds tracked by Wall St. Rank hold WCC as of Q3 2021.

Berman Capital Advisors held 218 shares of WESCO International worth $25K as of Q3 2021.
Berman Capital Advisors bought 11 WESCO International shares in Q3 2021, an estimated $1.21K.
WESCO International made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #914 holding.
Berman Capital Advisors first reported a position in WESCO International in Q1 2019 and has held it in 7 quarters since.
305 funds tracked by Wall St. Rank held WESCO International as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.