SFS
WCC

Sowell Financial Services’s WESCO International WCC Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-35
Closed -$4K – 2719
2021
Q1 		$4K Hold
35
– – ﹤0.01% 2691
2020
Q4 		$3K Hold
35
– – ﹤0.01% 2419
2020
Q3 		$2K Sell
35
-5
-13% -$213 ﹤0.01% 2282
2020
Q2 		$1K Buy
40
+5
+14% +$149 ﹤0.01% 2390
2020
Q1 		$1K Hold
35
– – ﹤0.01% 2336
2019
Q4 		$2K Sell
35
-23
-40% -$1.2K ﹤0.01% 2255
2019
Q3 		$3K Buy
+58
New +$2.73K ﹤0.01% 1993

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 $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
PP
Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return