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D.A. Davidson & Co’s Custom Truck One Source CTOS Stock Holding History

D.A. Davidson & Co’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
Q4 		– Sell
-29,240
Closed -$101K – 1438
2024
Q3 		$101K Buy
29,240
+4,975
+21% +$20.9K ﹤0.01% 1342
2024
Q2 		$106K Buy
+24,265
New +$118K ﹤0.01% 1325

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Allspring Global Investments
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

D.A. Davidson & Co's CTOS Position: Q4 2024 in Review

D.A. Davidson & Co sold out of Custom Truck One Source (CTOS) in Q4 2024, closing a stake of 29,240 shares — an estimated $101K sold.

D.A. Davidson & Co first reported a position in CTOS in Q2 2024 and held it in 2 quarters. The position peaked at $106K in Q2 2024. 124 funds tracked by Wall St. Rank hold CTOS as of Q4 2024.

  • D.A. Davidson & Co reported no remaining Custom Truck One Source position as of Q4 2024 after selling out during the quarter.
  • D.A. Davidson & Co sold 29,240 Custom Truck One Source shares in Q4 2024, an estimated $101K.
  • D.A. Davidson & Co first reported a position in Custom Truck One Source in Q2 2024 and held it in 2 quarters.
  • D.A. Davidson & Co's Custom Truck One Source position peaked at $106K in Q2 2024.
  • 124 funds tracked by Wall St. Rank held Custom Truck One Source as of Q4 2024.

Based on D.A. Davidson & Co's 13F filing for Q4 2024, filed 31 Jan 2025.