CWC
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Carolinas Wealth Consulting’s WESCO International WCC Stock Holding History

Carolinas Wealth Consulting’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
-13
Closed -$2.01K – 1120
2023
Q1 		$2.01K Hold
13
– – ﹤0.01% 814
2022
Q4 		$1.63K Buy
+13
New +$1.64K ﹤0.01% 833

Other funds holding WCC

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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

Carolinas Wealth Consulting's WCC Position: Q2 2023 in Review

Carolinas Wealth Consulting sold out of WESCO International (WCC) in Q2 2023, closing a stake of 13 shares — an estimated $2.01K sold.

Carolinas Wealth Consulting first reported a position in WCC in Q4 2022 and held it in 2 quarters. The position peaked at $2.01K in Q1 2023. 444 funds tracked by Wall St. Rank hold WCC as of Q2 2023.

  • Carolinas Wealth Consulting reported no remaining WESCO International position as of Q2 2023 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 13 WESCO International shares in Q2 2023, an estimated $2.01K.
  • Carolinas Wealth Consulting first reported a position in WESCO International in Q4 2022 and held it in 2 quarters.
  • Carolinas Wealth Consulting's WESCO International position peaked at $2.01K in Q1 2023.
  • 444 funds tracked by Wall St. Rank held WESCO International as of Q2 2023.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2023, filed 14 Aug 2023.