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Valeo Financial Advisors’s WESCO International WCC Stock Holding History

Valeo Financial 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
2020
Q3 		– Sell
-70
Closed -$2K – 2164
2020
Q2 		$2K Hold
70
– – ﹤0.01% 1807
2020
Q1 		$2K Hold
70
– – ﹤0.01% 1584
2019
Q4 		$4K Hold
70
– – ﹤0.01% 1360
2019
Q3 		$3K Hold
70
– – ﹤0.01% 1338
2019
Q2 		$4K Hold
70
– – ﹤0.01% 1295
2019
Q1 		$4K Buy
70
+3
+4% +$159 ﹤0.01% 1256
2018
Q4 		$3K Sell
67
-7
-9% -$363 ﹤0.01% 1227
2018
Q3 		$4K Hold
74
– – ﹤0.01% 1299
2018
Q2 		$4K Buy
74
+14
+23% +$848 ﹤0.01% 1214
2018
Q1 		$4K Buy
60
+2
+3% +$129 ﹤0.01% 1217
2017
Q4 		$4K Buy
58
+19
+49% +$1.19K ﹤0.01% 1085
2017
Q3 		$2K Buy
+39
New +$2.1K ﹤0.01% 1051

Other funds holding WCC

LGP
Leonard Green & Partners Los Angeles, California $962M AUM 35.11% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
PP
Peconic Partners New York $8.04B AUM 107.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Valeo Financial Advisors's WCC Position: Q3 2020 in Review

Valeo Financial Advisors sold out of WESCO International (WCC) in Q3 2020, closing a stake of 70 shares — an estimated $2K sold.

Valeo Financial Advisors first reported a position in WCC in Q3 2017 and held it in 12 quarters. The position peaked at $4K in Q4 2019. 243 funds tracked by Wall St. Rank hold WCC as of Q3 2020.

  • Valeo Financial Advisors reported no remaining WESCO International position as of Q3 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 70 WESCO International shares in Q3 2020, an estimated $2K.
  • Valeo Financial Advisors first reported a position in WESCO International in Q3 2017 and held it in 12 quarters.
  • Valeo Financial Advisors's WESCO International position peaked at $4K in Q4 2019.
  • 243 funds tracked by Wall St. Rank held WESCO International as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.