AWM
MCW

Abound Wealth Management’s Mister Car Wash MCW Stock Holding History

Abound Wealth Management’s Portfolio MCW Stock Details MCW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-36
Closed -$199 – 1387
2023
Q3 		$199 Hold
36
– – ﹤0.01% 1111
2023
Q2 		$348 Buy
+36
New +$312 ﹤0.01% 988

Other funds holding MCW

LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
CSNH
Crow's Nest Holdings Richmond, Virginia $428M AUM 23.41% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Abound Wealth Management's MCW Position: Q4 2023 in Review

Abound Wealth Management sold out of Mister Car Wash (MCW) in Q4 2023, closing a stake of 36 shares — an estimated $199 sold.

Abound Wealth Management first reported a position in MCW in Q2 2023 and held it in 2 quarters. The position peaked at $348 in Q2 2023. 161 funds tracked by Wall St. Rank hold MCW as of Q4 2023.

  • Abound Wealth Management reported no remaining Mister Car Wash position as of Q4 2023 after selling out during the quarter.
  • Abound Wealth Management sold 36 Mister Car Wash shares in Q4 2023, an estimated $199.
  • Abound Wealth Management first reported a position in Mister Car Wash in Q2 2023 and held it in 2 quarters.
  • Abound Wealth Management's Mister Car Wash position peaked at $348 in Q2 2023.
  • 161 funds tracked by Wall St. Rank held Mister Car Wash as of Q4 2023.

Based on Abound Wealth Management's 13F filing for Q4 2023, filed 8 Aug 2024.