SS
WCC

Simplicity Solutions’s WESCO International WCC Stock Holding History

Simplicity Solutions’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
Q4 		$309K Sell
1,775
-93
-5% -$13.9K 0.01% 833
2023
Q3 		$269K Sell
1,868
-8
-0.4% -$1.29K 0.01% 806
2023
Q2 		$336K Buy
1,876
+232
+14% +$33.8K 0.01% 786
2023
Q1 		$254K Buy
+1,644
New +$246K 0.01% 914

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
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Simplicity Solutions's WCC Position: Q4 2023 in Review

Simplicity Solutions reduced its WESCO International (WCC) stake by 5% in Q4 2023, selling an estimated $13.9K and leaving 1,775 shares worth $309K. The position accounts for 0.01% of the portfolio, ranked #833.

Simplicity Solutions first reported a position in WCC in Q1 2023 and has held it in 4 quarters since. The position peaked at $336K in Q2 2023. 438 funds tracked by Wall St. Rank hold WCC as of Q4 2023.

  • Simplicity Solutions held 1,775 shares of WESCO International worth $309K as of Q4 2023.
  • Simplicity Solutions sold 93 WESCO International shares in Q4 2023, an estimated $13.9K.
  • WESCO International made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #833 holding.
  • Simplicity Solutions first reported a position in WESCO International in Q1 2023 and has held it in 4 quarters since.
  • Simplicity Solutions's WESCO International position peaked at $336K in Q2 2023.
  • 438 funds tracked by Wall St. Rank held WESCO International as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.