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Pathstone Family Office’s WESCO International WCC Stock Holding History

Pathstone Family Office’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
Q3 		$249K Buy
+1,732
New +$280K ﹤0.01% 1393
2017
Q2 		– Sell
-21
Closed -$1K – 647
2017
Q1 		$1K Buy
+21
New +$1.47K ﹤0.01% 532

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
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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Pathstone Family Office's WCC Position: Q3 2023 in Review

Pathstone Family Office opened a new position in WESCO International (WCC) in Q3 2023: 1,732 shares worth $249K. The stake represents ﹤0.01% of the portfolio and ranks #1393 among its holdings. This is a return to the name: Pathstone Family Office previously reported a position in WCC as recently as Q1 2017.

Pathstone Family Office first reported a position in WCC in Q1 2017 and has held it in 2 quarters since. 406 funds tracked by Wall St. Rank hold WCC as of Q3 2023.

  • Pathstone Family Office held 1,732 shares of WESCO International worth $249K as of Q3 2023.
  • WESCO International was a new Pathstone Family Office position in Q3 2023.
  • WESCO International made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1393 holding.
  • Pathstone Family Office first reported a position in WESCO International in Q1 2017 and has held it in 2 quarters since.
  • 406 funds tracked by Wall St. Rank held WESCO International as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.