UFF
WCC

USA Financial Formulas’s WESCO International WCC Stock Holding History

USA Financial Formulas’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
2022
Q1 		– Sell
-283
Closed -$37K – 497
2021
Q4 		$37K Sell
283
-257
-48% -$32.9K 0.03% 163
2021
Q3 		$62K Buy
+540
New +$59.5K 0.06% 183

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
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
PP
Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

USA Financial Formulas's WCC Position: Q1 2022 in Review

USA Financial Formulas sold out of WESCO International (WCC) in Q1 2022, closing a stake of 283 shares — an estimated $37K sold.

USA Financial Formulas first reported a position in WCC in Q3 2021 and held it in 2 quarters. The position peaked at $62K in Q3 2021. 340 funds tracked by Wall St. Rank hold WCC as of Q1 2022.

  • USA Financial Formulas reported no remaining WESCO International position as of Q1 2022 after selling out during the quarter.
  • USA Financial Formulas sold 283 WESCO International shares in Q1 2022, an estimated $37K.
  • USA Financial Formulas first reported a position in WESCO International in Q3 2021 and held it in 2 quarters.
  • USA Financial Formulas's WESCO International position peaked at $62K in Q3 2021.
  • 340 funds tracked by Wall St. Rank held WESCO International as of Q1 2022.

Based on USA Financial Formulas's 13F filing for Q1 2022, filed 16 Aug 2022.