Bedel Financial Consulting’s Custom Truck One Source CTOS Stock Holding History

Bedel Financial Consulting’s Portfolio CTOS Stock Details CTOS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-45,227	Closed	-$263K	–	253
2024 Q1	$263K	Hold	45,227	–	–	0.04%	214
2023 Q4	$280K	Sell	45,227 -4,325	-9%	-$25.5K	0.05%	195
2023 Q3	$307K	Sell	49,552 -11,000	-18%	-$72.8K	0.06%	171
2023 Q2	$408K	Sell	60,552 -34,387	-36%	-$226K	0.09%	139
2023 Q1	$645K	Hold	94,939	–	–	0.16%	91
2022 Q4	$600K	Hold	94,939	–	–	0.15%	92
2022 Q3	$643K	Sell	94,939 -10,000	-10%	-$62.4K	0.17%	83
2022 Q2	$588K	Buy	104,939 +12,387	+13%	+$78.9K	0.17%	82
2022 Q1	$777K	Sell	92,552 -14,000	-13%	-$113K	0.24%	60
2021 Q4	$852K	Buy	106,552 +41,104	+63%	+$354K	0.27%	58
2021 Q3	$611K	Buy	65,448 +44,640	+215%	+$376K	0.21%	73
2021 Q2	$198K	Buy	20,808 +2,475	+14%	+$24.3K	0.07%	182
2021 Q1	$171K	Hold	18,333	–	–	0.07%	186
2020 Q4	$135K	Buy	+18,333	New	+$92.8K	0.06%	187

Other funds holding CTOS

PEA

Platinum Equity Advisors Beverly Hills, California $8.88B AUM 27.09% 1-Year Est. Return

ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

CWA

Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bedel Financial Consulting's CTOS Position: Q2 2024 in Review

Bedel Financial Consulting sold out of Custom Truck One Source (CTOS) in Q2 2024, closing a stake of 45,227 shares — an estimated $263K sold.

Bedel Financial Consulting first reported a position in CTOS in Q4 2020 and held it in 14 quarters. The position peaked at $852K in Q4 2021. 113 funds tracked by Wall St. Rank hold CTOS as of Q2 2024.

Bedel Financial Consulting reported no remaining Custom Truck One Source position as of Q2 2024 after selling out during the quarter.
Bedel Financial Consulting sold 45,227 Custom Truck One Source shares in Q2 2024, an estimated $263K.
Bedel Financial Consulting first reported a position in Custom Truck One Source in Q4 2020 and held it in 14 quarters.
Bedel Financial Consulting's Custom Truck One Source position peaked at $852K in Q4 2021.
113 funds tracked by Wall St. Rank held Custom Truck One Source as of Q2 2024.

Based on Bedel Financial Consulting's 13F filing for Q2 2024, filed 5 Aug 2024.