TWP
WCC

TFO Wealth Partners’s WESCO International WCC Stock Holding History

TFO Wealth Partners’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
-2
Closed -$343 – 740
2024
Q1 		$343 Sell
2
-2
-50% -$330 ﹤0.01% 362
2023
Q4 		$696 Hold
4
– – ﹤0.01% 261
2023
Q3 		$716 Buy
4
+2
+100% +$323 ﹤0.01% 358
2023
Q2 		$358 Hold
2
– – ﹤0.01% 359
2023
Q1 		$309 Sell
2
-1
-33% -$150 ﹤0.01% 368
2022
Q4 		$121 Buy
+3
New +$378 ﹤0.01% 733

Other funds holding WCC

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
LGP
Leonard Green & Partners Los Angeles, California $962M AUM 35.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PC
PointState Capital New York $7.82B AUM 43.51% 1-Year Est. Return

TFO Wealth Partners's WCC Position: Q2 2024 in Review

TFO Wealth Partners sold out of WESCO International (WCC) in Q2 2024, closing a stake of 2 shares — an estimated $343 sold.

TFO Wealth Partners first reported a position in WCC in Q4 2022 and held it in 6 quarters. The position peaked at $716 in Q3 2023. 483 funds tracked by Wall St. Rank hold WCC as of Q2 2024.

  • TFO Wealth Partners reported no remaining WESCO International position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 2 WESCO International shares in Q2 2024, an estimated $343.
  • TFO Wealth Partners first reported a position in WESCO International in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's WESCO International position peaked at $716 in Q3 2023.
  • 483 funds tracked by Wall St. Rank held WESCO International as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.