PBF
WCC

Petix & Botte Financial’s WESCO International WCC Stock Holding History

Petix & Botte Financial’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 		– Sell
-1,140
Closed -$204K – 123
2023
Q2 		$204K Buy
+1,140
New +$166K 0.06% 117

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
PP
Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Petix & Botte Financial's WCC Position: Q3 2023 in Review

Petix & Botte Financial sold out of WESCO International (WCC) in Q3 2023, closing a stake of 1,140 shares — an estimated $204K sold.

Petix & Botte Financial first reported a position in WCC in Q2 2023 and held it in 1 quarter. The position peaked at $204K in Q2 2023. 406 funds tracked by Wall St. Rank hold WCC as of Q3 2023.

  • Petix & Botte Financial reported no remaining WESCO International position as of Q3 2023 after selling out during the quarter.
  • Petix & Botte Financial sold 1,140 WESCO International shares in Q3 2023, an estimated $204K.
  • Petix & Botte Financial first reported a position in WESCO International in Q2 2023 and held it in 1 quarter.
  • Petix & Botte Financial's WESCO International position peaked at $204K in Q2 2023.
  • 406 funds tracked by Wall St. Rank held WESCO International as of Q3 2023.

Based on Petix & Botte Financial's 13F filing for Q3 2023, filed 15 Nov 2023.