SWM
WCC

Selective Wealth Management’s WESCO International WCC Stock Holding History

Selective 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
2022
Q4 		– Sell
-600
Closed -$72K – 727
2022
Q3 		$72K Buy
600
+200
+50% +$25K 0.03% 252
2022
Q2 		$43K Hold
400
– – 0.02% 348
2022
Q1 		$52K Buy
+400
New +$50.1K 0.02% 296

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
PP
Peconic Partners New York $8.04B AUM 107.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Selective Wealth Management's WCC Position: Q4 2022 in Review

Selective Wealth Management sold out of WESCO International (WCC) in Q4 2022, closing a stake of 600 shares — an estimated $72K sold.

Selective Wealth Management first reported a position in WCC in Q1 2022 and held it in 3 quarters. The position peaked at $72K in Q3 2022. 374 funds tracked by Wall St. Rank hold WCC as of Q4 2022.

  • Selective Wealth Management reported no remaining WESCO International position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 600 WESCO International shares in Q4 2022, an estimated $72K.
  • Selective Wealth Management first reported a position in WESCO International in Q1 2022 and held it in 3 quarters.
  • Selective Wealth Management's WESCO International position peaked at $72K in Q3 2022.
  • 374 funds tracked by Wall St. Rank held WESCO International as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.