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Fiduciary Alliance’s WESCO International WCC Stock Holding History

Fiduciary Alliance’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
Q3 		– Sell
-2
Closed -$358 – 942
2023
Q2 		$358 Buy
+2
New +$292 ﹤0.01% 941
2023
Q1 		– Sell
-2
Closed -$250 – 866
2022
Q4 		$250 Buy
+2
New +$252 ﹤0.01% 889

Other funds holding WCC

LGP
Leonard Green & Partners Los Angeles, California $962M AUM 35.11% 1-Year Est. Return
Vanguard Group
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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
PP
Peconic Partners New York $8.04B AUM 107.18% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fiduciary Alliance's WCC Position: Q3 2023 in Review

Fiduciary Alliance sold out of WESCO International (WCC) in Q3 2023, closing a stake of 2 shares — an estimated $358 sold.

Fiduciary Alliance first reported a position in WCC in Q4 2022 and held it in 2 quarters. The position peaked at $358 in Q2 2023. 406 funds tracked by Wall St. Rank hold WCC as of Q3 2023.

  • Fiduciary Alliance reported no remaining WESCO International position as of Q3 2023 after selling out during the quarter.
  • Fiduciary Alliance sold 2 WESCO International shares in Q3 2023, an estimated $358.
  • Fiduciary Alliance first reported a position in WESCO International in Q4 2022 and held it in 2 quarters.
  • Fiduciary Alliance's WESCO International position peaked at $358 in Q2 2023.
  • 406 funds tracked by Wall St. Rank held WESCO International as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.