CI
WCC

Cavalier Investments’s WESCO International WCC Stock Holding History

Cavalier Investments’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
2024
Q4 		– Sell
-3,706
Closed -$623K – 91
2024
Q3 		$623K Buy
3,706
+207
+6% +$33.6K 0.19% 78
2024
Q2 		$555K Buy
3,499
+93
+3% +$15.8K 0.17% 73
2024
Q1 		$583K Buy
3,406
+168
+5% +$27.8K 0.21% 74
2023
Q4 		$563K Buy
3,238
+72
+2% +$10.8K 0.21% 80
2023
Q3 		$455K Buy
3,166
+105
+3% +$17K 0.18% 86
2023
Q2 		$548K Buy
+3,061
New +$446K 0.2% 78

Other funds holding WCC

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
PC
PointState Capital New York $7.9B AUM 42.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cavalier Investments's WCC Position: Q4 2024 in Review

Cavalier Investments sold out of WESCO International (WCC) in Q4 2024, closing a stake of 3,706 shares — an estimated $623K sold.

Cavalier Investments first reported a position in WCC in Q2 2023 and held it in 6 quarters. The position peaked at $623K in Q3 2024. 528 funds tracked by Wall St. Rank hold WCC as of Q4 2024.

  • Cavalier Investments reported no remaining WESCO International position as of Q4 2024 after selling out during the quarter.
  • Cavalier Investments sold 3,706 WESCO International shares in Q4 2024, an estimated $623K.
  • Cavalier Investments first reported a position in WESCO International in Q2 2023 and held it in 6 quarters.
  • Cavalier Investments's WESCO International position peaked at $623K in Q3 2024.
  • 528 funds tracked by Wall St. Rank held WESCO International as of Q4 2024.

Based on Cavalier Investments's 13F filing for Q4 2024, filed 4 Feb 2025.