WMWM
WCC

Whitaker-Myers Wealth Managers’s WESCO International WCC Stock Holding History

Whitaker-Myers Wealth Managers’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
Q1 		– Sell
-1,222
Closed -$213K – 110
2023
Q4 		$213K Buy
+1,222
New +$183K 0.11% 80
2023
Q3 		– Sell
-1,306
Closed -$234K – 82
2023
Q2 		$234K Buy
+1,306
New +$190K 0.16% 65

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Whitaker-Myers Wealth Managers's WCC Position: Q1 2024 in Review

Whitaker-Myers Wealth Managers sold out of WESCO International (WCC) in Q1 2024, closing a stake of 1,222 shares — an estimated $213K sold.

Whitaker-Myers Wealth Managers first reported a position in WCC in Q2 2023 and held it in 2 quarters. The position peaked at $234K in Q2 2023. 457 funds tracked by Wall St. Rank hold WCC as of Q1 2024.

  • Whitaker-Myers Wealth Managers reported no remaining WESCO International position as of Q1 2024 after selling out during the quarter.
  • Whitaker-Myers Wealth Managers sold 1,222 WESCO International shares in Q1 2024, an estimated $213K.
  • Whitaker-Myers Wealth Managers first reported a position in WESCO International in Q2 2023 and held it in 2 quarters.
  • Whitaker-Myers Wealth Managers's WESCO International position peaked at $234K in Q2 2023.
  • 457 funds tracked by Wall St. Rank held WESCO International as of Q1 2024.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q1 2024, filed 12 Apr 2024.