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CM Wealth Advisors’s WillScot Mobile Mini Holdings WSC Stock Holding History

CM Wealth Advisors’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
-5,321
Closed -$208K – 184
2024
Q1 		$208K Buy
+5,321
New +$247K 0.06% 177
2023
Q3 		– Sell
-4,975
Closed -$237K – 178
2023
Q2 		$237K Sell
4,975
-43,105
-90% -$1.93M 0.08% 139
2023
Q1 		$2.06M Buy
+48,080
New +$2.31M 0.4% 49

Other funds holding WSC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

CM Wealth Advisors's WSC Position: Q2 2024 in Review

CM Wealth Advisors sold out of WillScot Mobile Mini Holdings (WSC) in Q2 2024, closing a stake of 5,321 shares — an estimated $208K sold.

CM Wealth Advisors first reported a position in WSC in Q1 2023 and held it in 3 quarters. The position peaked at $2.06M in Q1 2023. 411 funds tracked by Wall St. Rank hold WSC as of Q2 2024.

  • CM Wealth Advisors reported no remaining WillScot Mobile Mini Holdings position as of Q2 2024 after selling out during the quarter.
  • CM Wealth Advisors sold 5,321 WillScot Mobile Mini Holdings shares in Q2 2024, an estimated $208K.
  • CM Wealth Advisors first reported a position in WillScot Mobile Mini Holdings in Q1 2023 and held it in 3 quarters.
  • CM Wealth Advisors's WillScot Mobile Mini Holdings position peaked at $2.06M in Q1 2023.
  • 411 funds tracked by Wall St. Rank held WillScot Mobile Mini Holdings as of Q2 2024.

Based on CM Wealth Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.