SIA
WCC

Schechter Investment Advisors’s WESCO International WCC Stock Holding History

Schechter Investment 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
2024
Q4 		– Sell
-1,199
Closed -$201K – 705
2024
Q3 		$201K Buy
+1,199
New +$195K 0.01% 591
2024
Q2 		– Sell
-2,481
Closed -$425K – 685
2024
Q1 		$425K Buy
2,481
+181
+8% +$29.9K 0.03% 415
2023
Q4 		$400K Sell
2,300
-43
-2% -$6.44K 0.03% 394
2023
Q3 		$337K Buy
2,343
+1,147
+96% +$185K 0.03% 421
2023
Q2 		$214K Buy
+1,196
New +$174K 0.02% 575

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
PC
PointState Capital New York $7.9B AUM 42.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Schechter Investment Advisors's WCC Position: Q4 2024 in Review

Schechter Investment Advisors sold out of WESCO International (WCC) in Q4 2024, closing a stake of 1,199 shares — an estimated $201K sold.

Schechter Investment Advisors first reported a position in WCC in Q2 2023 and held it in 5 quarters. The position peaked at $425K in Q1 2024. 528 funds tracked by Wall St. Rank hold WCC as of Q4 2024.

  • Schechter Investment Advisors reported no remaining WESCO International position as of Q4 2024 after selling out during the quarter.
  • Schechter Investment Advisors sold 1,199 WESCO International shares in Q4 2024, an estimated $201K.
  • Schechter Investment Advisors first reported a position in WESCO International in Q2 2023 and held it in 5 quarters.
  • Schechter Investment Advisors's WESCO International position peaked at $425K in Q1 2024.
  • 528 funds tracked by Wall St. Rank held WESCO International as of Q4 2024.

Based on Schechter Investment Advisors's 13F filing for Q4 2024, filed 6 Feb 2025.