GJIA
WCC

Glass Jacobson Investment Advisors’s WESCO International WCC Stock Holding History

Glass Jacobson Investment 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
Q4 		– Sell
-103
Closed -$14.8K – 830
2023
Q3 		$14.8K Hold
103
– – 0.01% 456
2023
Q2 		$18.4K Buy
+103
New +$15K 0.01% 438

Other funds holding WCC

LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return
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
PP
Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Glass Jacobson Investment Advisors's WCC Position: Q4 2023 in Review

Glass Jacobson Investment Advisors sold out of WESCO International (WCC) in Q4 2023, closing a stake of 103 shares — an estimated $14.8K sold.

Glass Jacobson Investment Advisors first reported a position in WCC in Q2 2023 and held it in 2 quarters. The position peaked at $18.4K in Q2 2023. 438 funds tracked by Wall St. Rank hold WCC as of Q4 2023.

  • Glass Jacobson Investment Advisors reported no remaining WESCO International position as of Q4 2023 after selling out during the quarter.
  • Glass Jacobson Investment Advisors sold 103 WESCO International shares in Q4 2023, an estimated $14.8K.
  • Glass Jacobson Investment Advisors first reported a position in WESCO International in Q2 2023 and held it in 2 quarters.
  • Glass Jacobson Investment Advisors's WESCO International position peaked at $18.4K in Q2 2023.
  • 438 funds tracked by Wall St. Rank held WESCO International as of Q4 2023.

Based on Glass Jacobson Investment Advisors's 13F filing for Q4 2023, filed 22 Jan 2024.