VFA
WCC

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 $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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return