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Bogart Wealth LLC’s WillScot Mobile Mini Holdings WSC Stock Holding History

Bogart Wealth LLC’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
2026
Q1 		– Sell
-24
Closed -$452 – 1903
2025
Q4 		$452 Sell
24
-70
-74% -$1.41K ﹤0.01% 1496
2025
Q3 		$1.98K Buy
94
+24
+34% +$618 ﹤0.01% 1160
2025
Q2 		$1.92K Sell
70
-9
-11% -$240 ﹤0.01% 1119
2025
Q1 		$2.2K Sell
79
-89
-53% -$3.03K ﹤0.01% 1049
2024
Q4 		$5.62K Buy
168
+102
+155% +$3.75K ﹤0.01% 857
2024
Q3 		$2.48K Hold
66
– – ﹤0.01% 949
2024
Q2 		$2.48K Hold
66
– – ﹤0.01% 899
2024
Q1 		$3.07K Hold
66
– – ﹤0.01% 849
2023
Q4 		$2.94K Hold
66
– – ﹤0.01% 845
2023
Q3 		$2.75K Hold
66
– – ﹤0.01% 839
2023
Q2 		$3.15K Hold
66
– – ﹤0.01% 812
2023
Q1 		$3.09K Buy
+66
New +$3.18K ﹤0.01% 830

Other funds holding WSC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return