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Halpern Financial’s WillScot Mobile Mini Holdings WSC Stock Holding History

Halpern Financial’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
Q3 		– Sell
-79
Closed -$2.56K – 320
2022
Q2 		$2.56K Buy
+79
New +$2.8K ﹤0.01% 219

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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Halpern Financial's WSC Position: Q3 2022 in Review

Halpern Financial sold out of WillScot Mobile Mini Holdings (WSC) in Q3 2022, closing a stake of 79 shares — an estimated $2.56K sold.

Halpern Financial first reported a position in WSC in Q2 2022 and held it in 1 quarter. The position peaked at $2.56K in Q2 2022. 373 funds tracked by Wall St. Rank hold WSC as of Q3 2022.

  • Halpern Financial reported no remaining WillScot Mobile Mini Holdings position as of Q3 2022 after selling out during the quarter.
  • Halpern Financial sold 79 WillScot Mobile Mini Holdings shares in Q3 2022, an estimated $2.56K.
  • Halpern Financial first reported a position in WillScot Mobile Mini Holdings in Q2 2022 and held it in 1 quarter.
  • Halpern Financial's WillScot Mobile Mini Holdings position peaked at $2.56K in Q2 2022.
  • 373 funds tracked by Wall St. Rank held WillScot Mobile Mini Holdings as of Q3 2022.

Based on Halpern Financial's 13F filing for Q3 2022, filed 21 Sep 2023.