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

Baker Tilly 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
2024 Q2	–	Sell	-8,205	Closed	-$382K	–	417
2024 Q1	$382K	Buy	8,205 +147	+2%	+$6.83K	0.07%	311
2023 Q4	$359K	Sell	8,058 -929	-10%	-$37.5K	0.06%	359
2023 Q3	$374K	Sell	8,987 -59	-0.7%	-$2.6K	0.06%	323
2023 Q2	$432K	Sell	9,046 -81	-0.9%	-$3.62K	0.05%	376
2023 Q1	$428K	Buy	+9,127	New	+$439K	0.05%	374

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

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Baker Tilly Wealth Management's WSC Position: Q2 2024 in Review

Baker Tilly Wealth Management sold out of WillScot Mobile Mini Holdings (WSC) in Q2 2024, closing a stake of 8,205 shares — an estimated $382K sold.

Baker Tilly Wealth Management first reported a position in WSC in Q1 2023 and held it in 5 quarters. The position peaked at $432K in Q2 2023. 411 funds tracked by Wall St. Rank hold WSC as of Q2 2024.

Baker Tilly Wealth Management reported no remaining WillScot Mobile Mini Holdings position as of Q2 2024 after selling out during the quarter.
Baker Tilly Wealth Management sold 8,205 WillScot Mobile Mini Holdings shares in Q2 2024, an estimated $382K.
Baker Tilly Wealth Management first reported a position in WillScot Mobile Mini Holdings in Q1 2023 and held it in 5 quarters.
Baker Tilly Wealth Management's WillScot Mobile Mini Holdings position peaked at $432K in Q2 2023.
411 funds tracked by Wall St. Rank held WillScot Mobile Mini Holdings as of Q2 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2024, filed 18 Jul 2024.