Valley National Advisers’s WESCO International WCC Stock Holding History

Valley National Advisers’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 Q3	–	Sell	-15	Closed	-$2K	–	1151
2024 Q2	$2K	Hold	15	–	–	﹤0.01%	971
2024 Q1	$2K	Hold	15	–	–	﹤0.01%	1003
2023 Q4	$2K	Buy	+15	New	+$2.25K	﹤0.01%	999
2021 Q3	–	Sell	-2,445	Closed	-$251K	–	945
2021 Q2	$251K	Hold	2,445	–	–	0.05%	198
2021 Q1	$212K	Hold	2,445	–	–	0.04%	211
2020 Q4	$192K	Hold	2,445	–	–	0.04%	201
2020 Q3	$108K	Hold	2,445	–	–	0.02%	225
2020 Q2	$86K	Hold	2,445	–	–	0.02%	235
2020 Q1	$56K	Hold	2,445	–	–	0.02%	274
2019 Q4	$145K	Hold	2,445	–	–	0.04%	219
2019 Q3	$117K	Hold	2,445	–	–	0.03%	228
2019 Q2	$124K	Hold	2,445	–	–	0.03%	217
2019 Q1	$130K	Hold	2,445	–	–	0.04%	214
2018 Q4	$117K	Hold	2,445	–	–	0.04%	202
2018 Q3	$150K	Buy	+2,445	New	+$146K	0.05%	183

Other funds holding WCC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

PointState Capital New York $7.82B AUM 43.51% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return

LGP

Leonard Green & Partners Los Angeles, California $962M AUM 35.11% 1-Year Est. Return

Valley National Advisers's WCC Position: Q3 2024 in Review

Valley National Advisers sold out of WESCO International (WCC) in Q3 2024, closing a stake of 15 shares — an estimated $2K sold.

Valley National Advisers first reported a position in WCC in Q3 2018 and held it in 15 quarters. The position peaked at $251K in Q2 2021. 505 funds tracked by Wall St. Rank hold WCC as of Q3 2024.

Valley National Advisers reported no remaining WESCO International position as of Q3 2024 after selling out during the quarter.
Valley National Advisers sold 15 WESCO International shares in Q3 2024, an estimated $2K.
Valley National Advisers first reported a position in WESCO International in Q3 2018 and held it in 15 quarters.
Valley National Advisers's WESCO International position peaked at $251K in Q2 2021.
505 funds tracked by Wall St. Rank held WESCO International as of Q3 2024.

Based on Valley National Advisers's 13F filing for Q3 2024, filed 24 Oct 2024.