AWM
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Accurate Wealth Management’s WillScot Mobile Mini Holdings WSC Stock Holding History

Accurate Wealth Management’s Portfolio WSC Stock Details WSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-5
Closed -$226 – 1472
2022
Q4 		$226 Buy
+5
New +$224 ﹤0.01% 1580

Other funds holding WSC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Accurate Wealth Management's WSC Position: Q1 2023 in Review

Accurate Wealth Management sold out of WillScot Mobile Mini Holdings (WSC) in Q1 2023, closing a stake of 5 shares — an estimated $226 sold.

Accurate Wealth Management first reported a position in WSC in Q4 2022 and held it in 1 quarter. The position peaked at $226 in Q4 2022. 425 funds tracked by Wall St. Rank hold WSC as of Q1 2023.

  • Accurate Wealth Management reported no remaining WillScot Mobile Mini Holdings position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 5 WillScot Mobile Mini Holdings shares in Q1 2023, an estimated $226.
  • Accurate Wealth Management first reported a position in WillScot Mobile Mini Holdings in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's WillScot Mobile Mini Holdings position peaked at $226 in Q4 2022.
  • 425 funds tracked by Wall St. Rank held WillScot Mobile Mini Holdings as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.