GFG
WCC

Greystone Financial Group’s WESCO International WCC Stock Holding History

Greystone Financial Group’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
-2,556
Closed -$368K – 118
2023
Q3 		$368K Sell
2,556
-141
-5% -$22.8K 0.09% 83
2023
Q2 		$483K Buy
+2,697
New +$393K 0.11% 80

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

Greystone Financial Group's WCC Position: Q4 2023 in Review

Greystone Financial Group sold out of WESCO International (WCC) in Q4 2023, closing a stake of 2,556 shares — an estimated $368K sold.

Greystone Financial Group first reported a position in WCC in Q2 2023 and held it in 2 quarters. The position peaked at $483K in Q2 2023. 438 funds tracked by Wall St. Rank hold WCC as of Q4 2023.

  • Greystone Financial Group reported no remaining WESCO International position as of Q4 2023 after selling out during the quarter.
  • Greystone Financial Group sold 2,556 WESCO International shares in Q4 2023, an estimated $368K.
  • Greystone Financial Group first reported a position in WESCO International in Q2 2023 and held it in 2 quarters.
  • Greystone Financial Group's WESCO International position peaked at $483K in Q2 2023.
  • 438 funds tracked by Wall St. Rank held WESCO International as of Q4 2023.

Based on Greystone Financial Group's 13F filing for Q4 2023, filed 14 Feb 2024.