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

Axxcess 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
Q4 		– Sell
-4,923
Closed -$205K – 943
2023
Q3 		$205K Sell
4,923
-762
-13% -$33.5K 0.01% 726
2023
Q2 		$272K Sell
5,685
-630
-10% -$28.2K 0.02% 473
2023
Q1 		$296K Sell
6,315
-2,276
-26% -$110K 0.02% 487
2022
Q4 		$388K Sell
8,591
-5,638
-40% -$253K 0.03% 398
2022
Q3 		$574K Buy
+14,229
New +$555K 0.05% 291

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 $2.3T AUM 54.33% 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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Axxcess Wealth Management's WSC Position: Q4 2023 in Review

Axxcess Wealth Management sold out of WillScot Mobile Mini Holdings (WSC) in Q4 2023, closing a stake of 4,923 shares — an estimated $205K sold.

Axxcess Wealth Management first reported a position in WSC in Q3 2022 and held it in 5 quarters. The position peaked at $574K in Q3 2022. 419 funds tracked by Wall St. Rank hold WSC as of Q4 2023.

  • Axxcess Wealth Management reported no remaining WillScot Mobile Mini Holdings position as of Q4 2023 after selling out during the quarter.
  • Axxcess Wealth Management sold 4,923 WillScot Mobile Mini Holdings shares in Q4 2023, an estimated $205K.
  • Axxcess Wealth Management first reported a position in WillScot Mobile Mini Holdings in Q3 2022 and held it in 5 quarters.
  • Axxcess Wealth Management's WillScot Mobile Mini Holdings position peaked at $574K in Q3 2022.
  • 419 funds tracked by Wall St. Rank held WillScot Mobile Mini Holdings as of Q4 2023.

Based on Axxcess Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.