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 – 2714
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 $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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
PP
Peconic Partners New York $8.04B AUM 107.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Sowell Financial Services's WCC Position: Q2 2021 in Review

Sowell Financial Services sold out of WESCO International (WCC) in Q2 2021, closing a stake of 35 shares — an estimated $4K sold.

Sowell Financial Services first reported a position in WCC in Q3 2019 and held it in 7 quarters. The position peaked at $4K in Q1 2021. 280 funds tracked by Wall St. Rank hold WCC as of Q2 2021.

  • Sowell Financial Services reported no remaining WESCO International position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 35 WESCO International shares in Q2 2021, an estimated $4K.
  • Sowell Financial Services first reported a position in WESCO International in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's WESCO International position peaked at $4K in Q1 2021.
  • 280 funds tracked by Wall St. Rank held WESCO International as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.