Forum Financial Management’s WillScot Mobile Mini Holdings WSC Stock Holding History

Forum Financial Management’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 Q4	–	Sell	-5,804	Closed	-$218K	–	964
2024 Q3	$218K	Hold	5,804	–	–	﹤0.01%	680
2024 Q2	$218K	Buy	5,804 +3	+0.1%	+$119	﹤0.01%	633
2024 Q1	$270K	Sell	5,801 -877	-13%	-$40.8K	﹤0.01%	547
2023 Q4	$297K	Hold	6,678	–	–	0.01%	457
2023 Q3	$278K	Hold	6,678	–	–	0.01%	444
2023 Q2	$319K	Hold	6,678	–	–	0.01%	412
2023 Q1	$313K	Hold	6,678	–	–	0.01%	392
2022 Q4	$302K	Hold	6,678	–	–	0.01%	394
2022 Q3	$269K	Hold	6,678	–	–	0.01%	376
2022 Q2	$217K	Hold	6,678	–	–	0.01%	484
2022 Q1	$261K	Hold	6,678	–	–	0.01%	465
2021 Q4	$273K	Buy	+6,678	New	+$246K	0.01%	463

Other funds holding WSC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Forum Financial Management's WSC Position: Q4 2024 in Review

Forum Financial Management sold out of WillScot Mobile Mini Holdings (WSC) in Q4 2024, closing a stake of 5,804 shares — an estimated $218K sold.

Forum Financial Management first reported a position in WSC in Q4 2021 and held it in 12 quarters. The position peaked at $319K in Q2 2023. 395 funds tracked by Wall St. Rank hold WSC as of Q4 2024.

Forum Financial Management reported no remaining WillScot Mobile Mini Holdings position as of Q4 2024 after selling out during the quarter.
Forum Financial Management sold 5,804 WillScot Mobile Mini Holdings shares in Q4 2024, an estimated $218K.
Forum Financial Management first reported a position in WillScot Mobile Mini Holdings in Q4 2021 and held it in 12 quarters.
Forum Financial Management's WillScot Mobile Mini Holdings position peaked at $319K in Q2 2023.
395 funds tracked by Wall St. Rank held WillScot Mobile Mini Holdings as of Q4 2024.

Based on Forum Financial Management's 13F filing for Q4 2024, filed 13 Feb 2025.