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Scissortail Wealth Management’s WESCO International WCC Stock Holding History

Scissortail Wealth Management’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
Q1 		– Sell
-4,735
Closed -$825K – 210
2023
Q4 		$825K Buy
+4,735
New +$709K 0.26% 78
2023
Q1 		– Sell
-4,975
Closed -$740K – 120
2022
Q4 		$740K Buy
+4,975
New +$626K 0.43% 50

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Scissortail Wealth Management's WCC Position: Q1 2024 in Review

Scissortail Wealth Management sold out of WESCO International (WCC) in Q1 2024, closing a stake of 4,735 shares — an estimated $825K sold.

Scissortail Wealth Management first reported a position in WCC in Q4 2022 and held it in 2 quarters. The position peaked at $825K in Q4 2023. 457 funds tracked by Wall St. Rank hold WCC as of Q1 2024.

  • Scissortail Wealth Management reported no remaining WESCO International position as of Q1 2024 after selling out during the quarter.
  • Scissortail Wealth Management sold 4,735 WESCO International shares in Q1 2024, an estimated $825K.
  • Scissortail Wealth Management first reported a position in WESCO International in Q4 2022 and held it in 2 quarters.
  • Scissortail Wealth Management's WESCO International position peaked at $825K in Q4 2023.
  • 457 funds tracked by Wall St. Rank held WESCO International as of Q1 2024.

Based on Scissortail Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.