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Confluence Wealth Services’s WillScot Mobile Mini Holdings WSC Stock Holding History

Confluence Wealth Services’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
2022
Q1 		– Sell
-781
Closed -$31K – 1182
2021
Q4 		$31K Buy
+781
New +$28.8K 0.01% 606

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
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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Confluence Wealth Services's WSC Position: Q1 2022 in Review

Confluence Wealth Services sold out of WillScot Mobile Mini Holdings (WSC) in Q1 2022, closing a stake of 781 shares — an estimated $31K sold.

Confluence Wealth Services first reported a position in WSC in Q4 2021 and held it in 1 quarter. The position peaked at $31K in Q4 2021. 355 funds tracked by Wall St. Rank hold WSC as of Q1 2022.

  • Confluence Wealth Services reported no remaining WillScot Mobile Mini Holdings position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 781 WillScot Mobile Mini Holdings shares in Q1 2022, an estimated $31K.
  • Confluence Wealth Services first reported a position in WillScot Mobile Mini Holdings in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's WillScot Mobile Mini Holdings position peaked at $31K in Q4 2021.
  • 355 funds tracked by Wall St. Rank held WillScot Mobile Mini Holdings as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.