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Independent Solutions Wealth Management’s McGrath RentCorp MGRC Stock Holding History

Independent Solutions Wealth Management’s Portfolio MGRC Stock Details MGRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2,178
Closed -$215K – 222
2022
Q4 		$215K Buy
+2,178
New +$204K 0.07% 205
2021
Q3 		– Sell
-3,068
Closed -$250K – 214
2021
Q2 		$250K Buy
+3,068
New +$253K 0.06% 189

Other funds holding MGRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Independent Solutions Wealth Management's MGRC Position: Q1 2023 in Review

Independent Solutions Wealth Management sold out of McGrath RentCorp (MGRC) in Q1 2023, closing a stake of 2,178 shares — an estimated $215K sold.

Independent Solutions Wealth Management first reported a position in MGRC in Q2 2021 and held it in 2 quarters. The position peaked at $250K in Q2 2021. 222 funds tracked by Wall St. Rank hold MGRC as of Q1 2023.

  • Independent Solutions Wealth Management reported no remaining McGrath RentCorp position as of Q1 2023 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 2,178 McGrath RentCorp shares in Q1 2023, an estimated $215K.
  • Independent Solutions Wealth Management first reported a position in McGrath RentCorp in Q2 2021 and held it in 2 quarters.
  • Independent Solutions Wealth Management's McGrath RentCorp position peaked at $250K in Q2 2021.
  • 222 funds tracked by Wall St. Rank held McGrath RentCorp as of Q1 2023.

Based on Independent Solutions Wealth Management's 13F filing for Q1 2023, filed 19 Dec 2024.