Empower Advisory Group
WSC icon

Empower Advisory Group’s WillScot Mobile Mini Holdings WSC Stock Holding History

Empower Advisory Group’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
2023
Q3 		– Sell
-4,289
Closed -$205K – 490
2023
Q2 		$205K Buy
+4,289
New +$192K ﹤0.01% 464

Other funds holding WSC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Empower Advisory Group's WSC Position: Q3 2023 in Review

Empower Advisory Group sold out of WillScot Mobile Mini Holdings (WSC) in Q3 2023, closing a stake of 4,289 shares — an estimated $205K sold.

Empower Advisory Group first reported a position in WSC in Q2 2023 and held it in 1 quarter. The position peaked at $205K in Q2 2023. 396 funds tracked by Wall St. Rank hold WSC as of Q3 2023.

  • Empower Advisory Group reported no remaining WillScot Mobile Mini Holdings position as of Q3 2023 after selling out during the quarter.
  • Empower Advisory Group sold 4,289 WillScot Mobile Mini Holdings shares in Q3 2023, an estimated $205K.
  • Empower Advisory Group first reported a position in WillScot Mobile Mini Holdings in Q2 2023 and held it in 1 quarter.
  • Empower Advisory Group's WillScot Mobile Mini Holdings position peaked at $205K in Q2 2023.
  • 396 funds tracked by Wall St. Rank held WillScot Mobile Mini Holdings as of Q3 2023.

Based on Empower Advisory Group's 13F filing for Q3 2023, filed 6 Nov 2023.