SW
WCC

Simplicity Wealth’s WESCO International WCC Stock Holding History

Simplicity Wealth’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
Q3 		– Sell
-1,975
Closed -$313K – 1212
2024
Q2 		$313K Buy
1,975
+6
+0.3% +$1.02K 0.01% 931
2024
Q1 		$337K Buy
+1,969
New +$325K 0.01% 877

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PC
PointState Capital New York $7.9B AUM 42.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return

Simplicity Wealth's WCC Position: Q3 2024 in Review

Simplicity Wealth sold out of WESCO International (WCC) in Q3 2024, closing a stake of 1,975 shares — an estimated $313K sold.

Simplicity Wealth first reported a position in WCC in Q1 2024 and held it in 2 quarters. The position peaked at $337K in Q1 2024. 505 funds tracked by Wall St. Rank hold WCC as of Q3 2024.

  • Simplicity Wealth reported no remaining WESCO International position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 1,975 WESCO International shares in Q3 2024, an estimated $313K.
  • Simplicity Wealth first reported a position in WESCO International in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's WESCO International position peaked at $337K in Q1 2024.
  • 505 funds tracked by Wall St. Rank held WESCO International as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.