AWM
WSC icon

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

AE 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
2025
Q1 		– Sell
-9,058
Closed -$303K – 2289
2024
Q4 		$303K Sell
9,058
-10,324
-53% -$379K ﹤0.01% 1099
2024
Q3 		$729K Buy
19,382
+1,141
+6% +$43.5K 0.01% 780
2024
Q2 		$687K Buy
+18,241
New +$722K 0.01% 797

Other funds holding WSC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AE Wealth Management's WSC Position: Q1 2025 in Review

AE Wealth Management sold out of WillScot Mobile Mini Holdings (WSC) in Q1 2025, closing a stake of 9,058 shares — an estimated $303K sold.

AE Wealth Management first reported a position in WSC in Q2 2024 and held it in 3 quarters. The position peaked at $729K in Q3 2024. 383 funds tracked by Wall St. Rank hold WSC as of Q1 2025.

  • AE Wealth Management reported no remaining WillScot Mobile Mini Holdings position as of Q1 2025 after selling out during the quarter.
  • AE Wealth Management sold 9,058 WillScot Mobile Mini Holdings shares in Q1 2025, an estimated $303K.
  • AE Wealth Management first reported a position in WillScot Mobile Mini Holdings in Q2 2024 and held it in 3 quarters.
  • AE Wealth Management's WillScot Mobile Mini Holdings position peaked at $729K in Q3 2024.
  • 383 funds tracked by Wall St. Rank held WillScot Mobile Mini Holdings as of Q1 2025.

Based on AE Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.