LWCFA
WCC

Loring Wolcott & Coolidge Fiduciary Advisors’s WESCO International WCC Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2021
Q3 		– Sell
-28
Closed -$3K – 941
2021
Q2 		$3K Buy
+28
New +$2.79K ﹤0.01% 824
2018
Q1 		– Sell
-22
Closed -$1K – 795
2017
Q4 		$1K Hold
22
– – ﹤0.01% 720
2017
Q3 		$1K Buy
+22
New +$1.18K ﹤0.01% 751

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
PP
Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's WCC Position: Q3 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of WESCO International (WCC) in Q3 2021, closing a stake of 28 shares — an estimated $3K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in WCC in Q3 2017 and held it in 3 quarters. The position peaked at $3K in Q2 2021. 305 funds tracked by Wall St. Rank hold WCC as of Q3 2021.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining WESCO International position as of Q3 2021 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 28 WESCO International shares in Q3 2021, an estimated $3K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in WESCO International in Q3 2017 and held it in 3 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's WESCO International position peaked at $3K in Q2 2021.
  • 305 funds tracked by Wall St. Rank held WESCO International as of Q3 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.