Avidian Wealth Enterprises’s WillScot Mobile Mini Holdings WSC Stock Holding History

Avidian Wealth Enterprises’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
2020 Q4	–	Sell	-33,130	Closed	-$553K	–	346
2020 Q3	$553K	Buy	33,130 +262	+0.8%	+$4.19K	0.06%	144
2020 Q2	$404K	Buy	32,868 +19,879	+153%	+$245K	0.05%	155
2020 Q1	$132K	Sell	12,989 -6,293	-33%	-$102K	0.02%	198
2019 Q4	$357K	Buy	19,282 +700	+4%	+$11.8K	0.05%	155
2019 Q3	$290K	Buy	18,582 +582	+3%	+$8.72K	0.05%	152
2019 Q2	$271K	Sell	18,000 -13,187	-42%	-$179K	0.06%	121
2019 Q1	$346K	Hold	31,187	–	–	0.08%	83
2018 Q4	$294K	Buy	31,187 +18,000	+136%	+$255K	0.1%	67
2018 Q3	$226K	Hold	13,187	–	–	0.07%	97
2018 Q2	$195K	Hold	13,187	–	–	0.06%	97
2018 Q1	$180K	Hold	13,187	–	–	0.06%	93
2017 Q4	$167K	Buy	+13,187	New	+$141K	0.04%	101

Other funds holding WSC

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

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

PIP

Permian Investment Partners Dallas, Texas $911M AUM 0.66% 1-Year Est. Return

BBCM

Broad Bay Capital Management New York $1.07B AUM 90.15% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Avidian Wealth Enterprises's WSC Position: Q4 2020 in Review

Avidian Wealth Enterprises sold out of WillScot Mobile Mini Holdings (WSC) in Q4 2020, closing a stake of 33,130 shares — an estimated $553K sold.

Avidian Wealth Enterprises first reported a position in WSC in Q4 2017 and held it in 12 quarters. The position peaked at $553K in Q3 2020. 233 funds tracked by Wall St. Rank hold WSC as of Q4 2020.

Avidian Wealth Enterprises reported no remaining WillScot Mobile Mini Holdings position as of Q4 2020 after selling out during the quarter.
Avidian Wealth Enterprises sold 33,130 WillScot Mobile Mini Holdings shares in Q4 2020, an estimated $553K.
Avidian Wealth Enterprises first reported a position in WillScot Mobile Mini Holdings in Q4 2017 and held it in 12 quarters.
Avidian Wealth Enterprises's WillScot Mobile Mini Holdings position peaked at $553K in Q3 2020.
233 funds tracked by Wall St. Rank held WillScot Mobile Mini Holdings as of Q4 2020.

Based on Avidian Wealth Enterprises's 13F filing for Q4 2020, filed 9 Feb 2021.