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WR Wealth Planners’s Scansource SCSC Stock Holding History

WR Wealth Planners’s Portfolio SCSC Stock Details SCSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$380 Hold
8
– – ﹤0.01% 1017
2024
Q3 		$384 Buy
+8
New +$379 ﹤0.01% 1059

Other funds holding SCSC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WR Wealth Planners's SCSC Position: Q4 2024 in Review

WR Wealth Planners held its Scansource (SCSC) position steady in Q4 2024 at 8 shares worth $380. The position accounts for ﹤0.01% of the portfolio, ranked #1017.

WR Wealth Planners first reported a position in SCSC in Q3 2024 and has held it in 2 quarters since. The position peaked at $384 in Q3 2024. 204 funds tracked by Wall St. Rank hold SCSC as of Q4 2024.

  • WR Wealth Planners held 8 shares of Scansource worth $380 as of Q4 2024.
  • WR Wealth Planners left its Scansource share count unchanged in Q4 2024.
  • Scansource made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #1017 holding.
  • WR Wealth Planners first reported a position in Scansource in Q3 2024 and has held it in 2 quarters since.
  • WR Wealth Planners's Scansource position peaked at $384 in Q3 2024.
  • 204 funds tracked by Wall St. Rank held Scansource as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.