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One Wealth Advisors’s WESCO International WCC Stock Holding History

One 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
2023
Q1 		– Sell
-118
Closed -$14.8K – 599
2022
Q4 		$14.8K Buy
+118
New +$14.9K ﹤0.01% 578
2019
Q2 		– Sell
-326
Closed -$17K – 474
2019
Q1 		$17K Buy
+326
New +$17.2K 0.01% 280
2018
Q4 		– Sell
-654
Closed -$40K – 470
2018
Q3 		$40K Buy
+654
New +$39.2K 0.03% 280

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
PP
Peconic Partners New York $8.04B AUM 107.18% 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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

One Wealth Advisors's WCC Position: Q1 2023 in Review

One Wealth Advisors sold out of WESCO International (WCC) in Q1 2023, closing a stake of 118 shares — an estimated $14.8K sold.

One Wealth Advisors first reported a position in WCC in Q3 2018 and held it in 3 quarters. The position peaked at $40K in Q3 2018. 429 funds tracked by Wall St. Rank hold WCC as of Q1 2023.

  • One Wealth Advisors reported no remaining WESCO International position as of Q1 2023 after selling out during the quarter.
  • One Wealth Advisors sold 118 WESCO International shares in Q1 2023, an estimated $14.8K.
  • One Wealth Advisors first reported a position in WESCO International in Q3 2018 and held it in 3 quarters.
  • One Wealth Advisors's WESCO International position peaked at $40K in Q3 2018.
  • 429 funds tracked by Wall St. Rank held WESCO International as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.