LWA
WCC

Lenox Wealth Advisors’s WESCO International WCC Stock Holding History

Lenox Wealth 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
2022
Q1 		– Sell
-15
Closed -$2K – 1009
2021
Q4 		$2K Buy
+15
New +$1.92K ﹤0.01% 770

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Lenox Wealth Advisors's WCC Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of WESCO International (WCC) in Q1 2022, closing a stake of 15 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in WCC in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 340 funds tracked by Wall St. Rank hold WCC as of Q1 2022.

  • Lenox Wealth Advisors reported no remaining WESCO International position as of Q1 2022 after selling out during the quarter.
  • Lenox Wealth Advisors sold 15 WESCO International shares in Q1 2022, an estimated $2K.
  • Lenox Wealth Advisors first reported a position in WESCO International in Q4 2021 and held it in 1 quarter.
  • Lenox Wealth Advisors's WESCO International position peaked at $2K in Q4 2021.
  • 340 funds tracked by Wall St. Rank held WESCO International as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.