HF
WCC

Halpern Financial’s WESCO International WCC Stock Holding History

Halpern Financial’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
2022
Q3 		– Sell
-30
Closed -$3.21K – 316
2022
Q2 		$3.21K Buy
+30
New +$3.7K ﹤0.01% 208

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Halpern Financial's WCC Position: Q3 2022 in Review

Halpern Financial sold out of WESCO International (WCC) in Q3 2022, closing a stake of 30 shares — an estimated $3.21K sold.

Halpern Financial first reported a position in WCC in Q2 2022 and held it in 1 quarter. The position peaked at $3.21K in Q2 2022. 370 funds tracked by Wall St. Rank hold WCC as of Q3 2022.

  • Halpern Financial reported no remaining WESCO International position as of Q3 2022 after selling out during the quarter.
  • Halpern Financial sold 30 WESCO International shares in Q3 2022, an estimated $3.21K.
  • Halpern Financial first reported a position in WESCO International in Q2 2022 and held it in 1 quarter.
  • Halpern Financial's WESCO International position peaked at $3.21K in Q2 2022.
  • 370 funds tracked by Wall St. Rank held WESCO International as of Q3 2022.

Based on Halpern Financial's 13F filing for Q3 2022, filed 21 Sep 2023.