Summit Securities Group’s WESCO International WCC Stock Holding History

Summit Securities Group’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
2020 Q2	–	Sell	-90	Closed	-$206K	–	488
2020 Q1	$206K	Buy	+90	New	+$3.84K	0.04%	252

Other funds holding WCC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PointState Capital New York $7.9B AUM 42.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Summit Securities Group's WCC Position: Q4 2024 in Review

Summit Securities Group sold out of WESCO International (WCC) in Q4 2024, closing a stake of 1 share.

Summit Securities Group first reported a position in WCC in Q1 2020 and held it in 5 quarters. The position peaked at $343K in Q1 2020. 528 funds tracked by Wall St. Rank hold WCC as of Q4 2024.

Summit Securities Group reported no remaining WESCO International position as of Q4 2024 after selling out during the quarter.
Summit Securities Group sold 1 WESCO International share in Q4 2024.
Summit Securities Group first reported a position in WESCO International in Q1 2020 and held it in 5 quarters.
Summit Securities Group's WESCO International position peaked at $343K in Q1 2020.
528 funds tracked by Wall St. Rank held WESCO International as of Q4 2024.

Based on Summit Securities Group's 13F filing for Q4 2024, filed 12 Feb 2025.