VWM
WCC

Venturi Wealth Management’s WESCO International WCC Stock Holding History

Venturi Wealth Management’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
2025
Q1 		– Sell
-48
Closed -$8.69K – 1832
2024
Q4 		$8.69K Buy
48
+39
+433% +$7.37K ﹤0.01% 1466
2024
Q3 		$1.51K Buy
+9
New +$1.46K ﹤0.01% 1713

Other funds holding WCC

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
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
PC
PointState Capital New York $7.9B AUM 42.31% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Venturi Wealth Management's WCC Position: Q1 2025 in Review

Venturi Wealth Management sold out of WESCO International (WCC) in Q1 2025, closing a stake of 48 shares — an estimated $8.69K sold.

Venturi Wealth Management first reported a position in WCC in Q3 2024 and held it in 2 quarters. The position peaked at $8.69K in Q4 2024. 533 funds tracked by Wall St. Rank hold WCC as of Q1 2025.

  • Venturi Wealth Management reported no remaining WESCO International position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 48 WESCO International shares in Q1 2025, an estimated $8.69K.
  • Venturi Wealth Management first reported a position in WESCO International in Q3 2024 and held it in 2 quarters.
  • Venturi Wealth Management's WESCO International position peaked at $8.69K in Q4 2024.
  • 533 funds tracked by Wall St. Rank held WESCO International as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.