IFAM
WCC

Institutional & Family Asset Management’s WESCO International WCC Stock Holding History

Institutional & Family Asset 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
Q2 		$8.72K Buy
+55
New +$9.36K ﹤0.01% 435
2024
Q1 		– Sell
-7
Closed -$1.22K – 781
2023
Q4 		$1.22K Hold
7
– – ﹤0.01% 602
2023
Q3 		$1.01K Hold
7
– – ﹤0.01% 615
2023
Q2 		$1.25K Hold
7
– – ﹤0.01% 602
2023
Q1 		$1.08K Buy
7
+3
+75% +$449 ﹤0.01% 620
2022
Q4 		$501 Hold
4
– – ﹤0.01% 660
2022
Q3 		$0 Buy
+4
New +$500 ﹤0.01% 786

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
LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PC
PointState Capital New York $7.9B AUM 42.31% 1-Year Est. Return

Institutional & Family Asset Management's WCC Position: Q2 2024 in Review

Institutional & Family Asset Management opened a new position in WESCO International (WCC) in Q2 2024: 55 shares worth $8.72K. The stake represents ﹤0.01% of the portfolio and ranks #435 among its holdings. This is a return to the name: Institutional & Family Asset Management previously reported a position in WCC as recently as Q4 2023.

Institutional & Family Asset Management first reported a position in WCC in Q3 2022 and has held it in 7 quarters since. 483 funds tracked by Wall St. Rank hold WCC as of Q2 2024.

  • Institutional & Family Asset Management held 55 shares of WESCO International worth $8.72K as of Q2 2024.
  • WESCO International was a new Institutional & Family Asset Management position in Q2 2024.
  • WESCO International made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #435 holding.
  • Institutional & Family Asset Management first reported a position in WESCO International in Q3 2022 and has held it in 7 quarters since.
  • 483 funds tracked by Wall St. Rank held WESCO International as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.