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 – 741
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

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LGP
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Dimensional Fund Advisors
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Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $34.9B 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 $4.31B AUM 42.31% 1-Year Est. Return