TW
WCC

TrinityPoint Wealth’s WESCO International WCC Stock Holding History

TrinityPoint Wealth’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
Q4 		$1.64M Buy
9,052
+168
+2% +$31.8K 0.23% 102
2024
Q3 		$1.49M Buy
8,884
+293
+3% +$47.6K 0.21% 110
2024
Q2 		$1.36M Buy
8,591
+30
+0.4% +$5.11K 0.21% 110
2024
Q1 		$1.47M Sell
8,561
-60
-0.7% -$9.91K 0.24% 97
2023
Q4 		$1.5M Buy
8,621
+60
+0.7% +$8.99K 0.27% 92
2023
Q3 		$1.23M Sell
8,561
-305
-3% -$49.2K 0.25% 102
2023
Q2 		$1.59M Sell
8,866
-223
-2% -$32.5K 0.31% 89
2023
Q1 		$1.4M Sell
9,089
-226
-2% -$33.9K 0.3% 89
2022
Q4 		$1.17M Hold
9,315
– – 0.27% 99
2022
Q3 		$1.11M Buy
9,315
+980
+12% +$123K 0.25% 102
2022
Q2 		$893K Buy
8,335
+159
+2% +$19.6K 0.2% 113
2022
Q1 		$1.06M Buy
+8,176
New +$1.02M 0.19% 108

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PC
PointState Capital New York $7.9B AUM 42.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TrinityPoint Wealth's WCC Position: Q4 2024 in Review

TrinityPoint Wealth increased its WESCO International (WCC) stake by 1.9% in Q4 2024, buying an estimated $31.8K and bringing the position to 9,052 shares worth $1.64M. The position accounts for 0.23% of the portfolio, ranked #102.

TrinityPoint Wealth first reported a position in WCC in Q1 2022 and has held it in 12 quarters since. 528 funds tracked by Wall St. Rank hold WCC as of Q4 2024.

  • TrinityPoint Wealth held 9,052 shares of WESCO International worth $1.64M as of Q4 2024.
  • TrinityPoint Wealth bought 168 WESCO International shares in Q4 2024, an estimated $31.8K.
  • WESCO International made up 0.23% of TrinityPoint Wealth's portfolio in Q4 2024, its #102 holding.
  • TrinityPoint Wealth first reported a position in WESCO International in Q1 2022 and has held it in 12 quarters since.
  • 528 funds tracked by Wall St. Rank held WESCO International as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.