Commonwealth Equity Services
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Commonwealth Equity Services’s Custom Truck One Source CTOS Stock Holding History

Commonwealth Equity Services’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
2023
Q1 		– Sell
-10,000
Closed -$63K – 3793
2022
Q4 		$63K Buy
+10,000
New +$64.9K ﹤0.01% 3486

Other funds holding CTOS

PEA
Platinum Equity Advisors Beverly Hills, California $8.88B AUM 27.09% 1-Year Est. Return
EC
ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HCM
Hawkeye Capital Management Miami Beach, Florida $40.6M AUM 11.3% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
CWA
Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return

Commonwealth Equity Services's CTOS Position: Q1 2023 in Review

Commonwealth Equity Services sold out of Custom Truck One Source (CTOS) in Q1 2023, closing a stake of 10,000 shares — an estimated $63K sold.

Commonwealth Equity Services first reported a position in CTOS in Q4 2022 and held it in 1 quarter. The position peaked at $63K in Q4 2022. 101 funds tracked by Wall St. Rank hold CTOS as of Q1 2023.

  • Commonwealth Equity Services reported no remaining Custom Truck One Source position as of Q1 2023 after selling out during the quarter.
  • Commonwealth Equity Services sold 10,000 Custom Truck One Source shares in Q1 2023, an estimated $63K.
  • Commonwealth Equity Services first reported a position in Custom Truck One Source in Q4 2022 and held it in 1 quarter.
  • Commonwealth Equity Services's Custom Truck One Source position peaked at $63K in Q4 2022.
  • 101 funds tracked by Wall St. Rank held Custom Truck One Source as of Q1 2023.

Based on Commonwealth Equity Services's 13F filing for Q1 2023, filed 11 May 2023.