TCWA
WCC

Turtle Creek Wealth Advisors’s WESCO International WCC Stock Holding History

Turtle Creek Wealth Advisors’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
Q1 		– Sell
-32
Closed -$5.56K – 808
2023
Q4 		$5.56K Buy
+32
New +$4.79K ﹤0.01% 632

Other funds holding WCC

LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Turtle Creek Wealth Advisors's WCC Position: Q1 2024 in Review

Turtle Creek Wealth Advisors sold out of WESCO International (WCC) in Q1 2024, closing a stake of 32 shares — an estimated $5.56K sold.

Turtle Creek Wealth Advisors first reported a position in WCC in Q4 2023 and held it in 1 quarter. The position peaked at $5.56K in Q4 2023. 457 funds tracked by Wall St. Rank hold WCC as of Q1 2024.

  • Turtle Creek Wealth Advisors reported no remaining WESCO International position as of Q1 2024 after selling out during the quarter.
  • Turtle Creek Wealth Advisors sold 32 WESCO International shares in Q1 2024, an estimated $5.56K.
  • Turtle Creek Wealth Advisors first reported a position in WESCO International in Q4 2023 and held it in 1 quarter.
  • Turtle Creek Wealth Advisors's WESCO International position peaked at $5.56K in Q4 2023.
  • 457 funds tracked by Wall St. Rank held WESCO International as of Q1 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.