WCM
WCC

Wealthcare Capital Management’s WESCO International WCC Stock Holding History

Wealthcare Capital 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
2021
Q2 		– Sell
-258
Closed -$22K – 664
2021
Q1 		$22K Buy
+258
New +$21.7K ﹤0.01% 203
2015
Q3 		– Sell
-24
Closed -$2K – 385
2015
Q2 		$2K Sell
24
-95
-80% -$6.81K ﹤0.01% 339
2015
Q1 		$8K Buy
+119
New +$8.24K ﹤0.01% 544

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
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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
PP
Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wealthcare Capital Management's WCC Position: Q2 2021 in Review

Wealthcare Capital Management sold out of WESCO International (WCC) in Q2 2021, closing a stake of 258 shares — an estimated $22K sold.

Wealthcare Capital Management first reported a position in WCC in Q1 2015 and held it in 3 quarters. The position peaked at $22K in Q1 2021. 280 funds tracked by Wall St. Rank hold WCC as of Q2 2021.

  • Wealthcare Capital Management reported no remaining WESCO International position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 258 WESCO International shares in Q2 2021, an estimated $22K.
  • Wealthcare Capital Management first reported a position in WESCO International in Q1 2015 and held it in 3 quarters.
  • Wealthcare Capital Management's WESCO International position peaked at $22K in Q1 2021.
  • 280 funds tracked by Wall St. Rank held WESCO International as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.