Comprehensive Financial Consultants Institutional’s WESCO International WCC Stock Holding History

Comprehensive Financial Consultants Institutional’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 Q4	–	Sell	-1,542	Closed	-$222K	–	163
2023 Q3	$222K	Sell	1,542 -44	-3%	-$7.1K	0.12%	144
2023 Q2	$273K	Sell	1,586 -77	-5%	-$11.2K	0.14%	134
2023 Q1	$257K	Sell	1,663 -13	-0.8%	-$1.95K	0.15%	136
2022 Q4	$229K	Sell	1,676 -241	-13%	-$30.3K	0.14%	144
2022 Q3	$239K	Sell	1,917 -118	-6%	-$14.8K	0.16%	139
2022 Q2	$215K	Sell	2,035 -68	-3%	-$8.38K	0.15%	142
2022 Q1	$295K	Sell	2,103 -63	-3%	-$7.89K	0.21%	127
2021 Q4	$267K	Buy	+2,166	New	+$277K	0.17%	132

Other funds holding WCC

LGP

Leonard Green & Partners Los Angeles, California $962M AUM 35.11% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Peconic Partners New York $8.04B AUM 107.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's WCC Position: Q4 2023 in Review

Comprehensive Financial Consultants Institutional sold out of WESCO International (WCC) in Q4 2023, closing a stake of 1,542 shares — an estimated $222K sold.

Comprehensive Financial Consultants Institutional first reported a position in WCC in Q4 2021 and held it in 8 quarters. The position peaked at $295K in Q1 2022. 438 funds tracked by Wall St. Rank hold WCC as of Q4 2023.

Comprehensive Financial Consultants Institutional reported no remaining WESCO International position as of Q4 2023 after selling out during the quarter.
Comprehensive Financial Consultants Institutional sold 1,542 WESCO International shares in Q4 2023, an estimated $222K.
Comprehensive Financial Consultants Institutional first reported a position in WESCO International in Q4 2021 and held it in 8 quarters.
Comprehensive Financial Consultants Institutional's WESCO International position peaked at $295K in Q1 2022.
438 funds tracked by Wall St. Rank held WESCO International as of Q4 2023.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q4 2023, filed 24 Jan 2024.