Alliance Wealth Advisors (Utah)’s WillScot Mobile Mini Holdings WSC Stock Holding History

Alliance Wealth Advisors (Utah)’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
2024 Q3	–	Sell	-5,430	Closed	-$204K	–	246
2024 Q2	$204K	Sell	5,430 -197	-4%	-$7.8K	0.06%	219
2024 Q1	$262K	Sell	5,627 -199	-3%	-$9.25K	0.08%	210
2023 Q4	$259K	Sell	5,826 -221	-4%	-$8.93K	0.09%	215
2023 Q3	$251K	Buy	6,047 +31	+0.5%	+$1.36K	0.09%	198
2023 Q2	$288K	Sell	6,016 -18	-0.3%	-$805	0.11%	178
2023 Q1	$283K	Buy	+6,034	New	+$290K	0.11%	180

Other funds holding WSC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s WSC Position: Q3 2024 in Review

Alliance Wealth Advisors (Utah) sold out of WillScot Mobile Mini Holdings (WSC) in Q3 2024, closing a stake of 5,430 shares — an estimated $204K sold.

Alliance Wealth Advisors (Utah) first reported a position in WSC in Q1 2023 and held it in 6 quarters. The position peaked at $288K in Q2 2023. 393 funds tracked by Wall St. Rank hold WSC as of Q3 2024.

Alliance Wealth Advisors (Utah) reported no remaining WillScot Mobile Mini Holdings position as of Q3 2024 after selling out during the quarter.
Alliance Wealth Advisors (Utah) sold 5,430 WillScot Mobile Mini Holdings shares in Q3 2024, an estimated $204K.
Alliance Wealth Advisors (Utah) first reported a position in WillScot Mobile Mini Holdings in Q1 2023 and held it in 6 quarters.
Alliance Wealth Advisors (Utah)'s WillScot Mobile Mini Holdings position peaked at $288K in Q2 2023.
393 funds tracked by Wall St. Rank held WillScot Mobile Mini Holdings as of Q3 2024.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q3 2024, filed 8 Nov 2024.