SWA
WCC

Sax Wealth Advisors’s WESCO International WCC Stock Holding History

Sax 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
2025
Q1 		– Sell
-3,449
Closed -$624K – 389
2024
Q4 		$624K Buy
3,449
+1
+0% +$189 0.05% 170
2024
Q3 		$579K Buy
3,448
+1,922
+126% +$312K 0.05% 139
2024
Q2 		$242K Buy
+1,526
New +$260K 0.02% 239

Other funds holding WCC

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
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
PC
PointState Capital New York $7.9B AUM 42.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Sax Wealth Advisors's WCC Position: Q1 2025 in Review

Sax Wealth Advisors sold out of WESCO International (WCC) in Q1 2025, closing a stake of 3,449 shares — an estimated $624K sold.

Sax Wealth Advisors first reported a position in WCC in Q2 2024 and held it in 3 quarters. The position peaked at $624K in Q4 2024. 533 funds tracked by Wall St. Rank hold WCC as of Q1 2025.

  • Sax Wealth Advisors reported no remaining WESCO International position as of Q1 2025 after selling out during the quarter.
  • Sax Wealth Advisors sold 3,449 WESCO International shares in Q1 2025, an estimated $624K.
  • Sax Wealth Advisors first reported a position in WESCO International in Q2 2024 and held it in 3 quarters.
  • Sax Wealth Advisors's WESCO International position peaked at $624K in Q4 2024.
  • 533 funds tracked by Wall St. Rank held WESCO International as of Q1 2025.

Based on Sax Wealth Advisors's 13F filing for Q1 2025, filed 14 May 2025.