DWM
WCC

Dynasty Wealth Management’s WESCO International WCC Stock Holding History

Dynasty Wealth Management’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
-2,479
Closed -$416K – 273
2024
Q3 		$416K Sell
2,479
-1,947
-44% -$316K 0.01% 184
2024
Q2 		$702K Buy
4,426
+546
+14% +$92.9K 0.02% 161
2024
Q1 		$665K Buy
+3,880
New +$641K 0.02% 161

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

Dynasty Wealth Management's WCC Position: Q4 2024 in Review

Dynasty Wealth Management sold out of WESCO International (WCC) in Q4 2024, closing a stake of 2,479 shares — an estimated $416K sold.

Dynasty Wealth Management first reported a position in WCC in Q1 2024 and held it in 3 quarters. The position peaked at $702K in Q2 2024. 528 funds tracked by Wall St. Rank hold WCC as of Q4 2024.

  • Dynasty Wealth Management reported no remaining WESCO International position as of Q4 2024 after selling out during the quarter.
  • Dynasty Wealth Management sold 2,479 WESCO International shares in Q4 2024, an estimated $416K.
  • Dynasty Wealth Management first reported a position in WESCO International in Q1 2024 and held it in 3 quarters.
  • Dynasty Wealth Management's WESCO International position peaked at $702K in Q2 2024.
  • 528 funds tracked by Wall St. Rank held WESCO International as of Q4 2024.

Based on Dynasty Wealth Management's 13F filing for Q4 2024, filed 5 Feb 2025.