SWS
WCC

SYSTM Wealth Solutions’s WESCO International WCC Stock Holding History

SYSTM Wealth 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
2024
Q2 		– Sell
-3,310
Closed -$567K – 964
2024
Q1 		$567K Buy
3,310
+1,671
+102% +$276K 0.07% 272
2023
Q4 		$285K Buy
+1,639
New +$246K 0.04% 335
2023
Q3 		– Sell
-4,860
Closed -$870K – 495
2023
Q2 		$870K Buy
4,860
+753
+18% +$110K 0.12% 227
2023
Q1 		$635K Sell
4,107
-4,401
-52% -$659K 0.1% 255
2022
Q4 		$1.07M Buy
+8,508
New +$1.07M 0.13% 193

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
LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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

SYSTM Wealth Solutions's WCC Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of WESCO International (WCC) in Q2 2024, closing a stake of 3,310 shares — an estimated $567K sold.

SYSTM Wealth Solutions first reported a position in WCC in Q4 2022 and held it in 5 quarters. The position peaked at $1.07M in Q4 2022. 483 funds tracked by Wall St. Rank hold WCC as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining WESCO International position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 3,310 WESCO International shares in Q2 2024, an estimated $567K.
  • SYSTM Wealth Solutions first reported a position in WESCO International in Q4 2022 and held it in 5 quarters.
  • SYSTM Wealth Solutions's WESCO International position peaked at $1.07M in Q4 2022.
  • 483 funds tracked by Wall St. Rank held WESCO International as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.