CM Wealth Advisors’s WESCO International WCC Stock Holding History

CM Wealth 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
2023 Q2	–	Sell	-9,170	Closed	-$1.26M	–	429
2023 Q1	$1.26M	Buy	+9,170	New	+$1.37M	0.24%	112

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CM Wealth Advisors's WCC Position: Q2 2023 in Review

CM Wealth Advisors sold out of WESCO International (WCC) in Q2 2023, closing a stake of 9,170 shares — an estimated $1.26M sold.

CM Wealth Advisors first reported a position in WCC in Q1 2023 and held it in 1 quarter. The position peaked at $1.26M in Q1 2023. 446 funds tracked by Wall St. Rank hold WCC as of Q2 2023.

CM Wealth Advisors reported no remaining WESCO International position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 9,170 WESCO International shares in Q2 2023, an estimated $1.26M.
CM Wealth Advisors first reported a position in WESCO International in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's WESCO International position peaked at $1.26M in Q1 2023.
446 funds tracked by Wall St. Rank held WESCO International as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.