FFM
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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return