Atria Wealth Solutions
WSC icon

Atria Wealth Solutions’s WillScot Mobile Mini Holdings WSC Stock Holding History

Atria Wealth Solutions’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
Q2 		– Sell
-5,420
Closed -$252K – 2077
2024
Q1 		$252K Sell
5,420
-312
-5% -$14.5K ﹤0.01% 1675
2023
Q4 		$255K Sell
5,732
-420
-7% -$17K ﹤0.01% 1617
2023
Q3 		$256K Sell
6,152
-438
-7% -$19.3K ﹤0.01% 1519
2023
Q2 		$315K Sell
6,590
-406
-6% -$18.2K ﹤0.01% 1405
2023
Q1 		$328K Buy
+6,996
New +$337K ﹤0.01% 1362

Other funds holding WSC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Atria Wealth Solutions's WSC Position: Q2 2024 in Review

Atria Wealth Solutions sold out of WillScot Mobile Mini Holdings (WSC) in Q2 2024, closing a stake of 5,420 shares — an estimated $252K sold.

Atria Wealth Solutions first reported a position in WSC in Q1 2023 and held it in 5 quarters. The position peaked at $328K in Q1 2023. 411 funds tracked by Wall St. Rank hold WSC as of Q2 2024.

  • Atria Wealth Solutions reported no remaining WillScot Mobile Mini Holdings position as of Q2 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 5,420 WillScot Mobile Mini Holdings shares in Q2 2024, an estimated $252K.
  • Atria Wealth Solutions first reported a position in WillScot Mobile Mini Holdings in Q1 2023 and held it in 5 quarters.
  • Atria Wealth Solutions's WillScot Mobile Mini Holdings position peaked at $328K in Q1 2023.
  • 411 funds tracked by Wall St. Rank held WillScot Mobile Mini Holdings as of Q2 2024.

Based on Atria Wealth Solutions's 13F filing for Q2 2024, filed 22 Jul 2024.