JFS Wealth Advisors’s WillScot Mobile Mini Holdings WSC Stock Holding History

JFS Wealth Advisors’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
2026 Q2	$2.14K	Buy	74 +39	+111%	+$943	﹤0.01%	1592
2026 Q1	$608	Sell	35 -1	-3%	-$20	﹤0.01%	1750
2025 Q4	$678	Buy	36 +21	+140%	+$423	﹤0.01%	1762
2025 Q3	$317	Sell	15 -45	-75%	-$1.16K	﹤0.01%	1811
2025 Q2	$1.64K	Buy	60 +8	+15%	+$213	﹤0.01%	1442
2025 Q1	$1.45K	Sell	52 -56	-52%	-$1.9K	﹤0.01%	1575
2024 Q4	$3.61K	Sell	108 -5	-4%	-$184	﹤0.01%	1253
2024 Q3	$4.25K	Buy	113 +3	+3%	+$114	﹤0.01%	1181
2024 Q2	$4.14K	Sell	110 -86	-44%	-$3.4K	﹤0.01%	1139
2024 Q1	$9.11K	Hold	196	–	–	﹤0.01%	845
2023 Q4	$8.72K	Sell	196 -15	-7%	-$606	﹤0.01%	817
2023 Q3	$8.78K	Sell	211 -7	-3%	-$308	﹤0.01%	775
2023 Q2	$10.4K	Sell	218 -24	-10%	-$1.07K	﹤0.01%	720
2023 Q1	$11.3K	Sell	242 -11	-4%	-$530	﹤0.01%	675
2022 Q4	$11.4K	Buy	253 +12	+5%	+$538	﹤0.01%	661
2022 Q3	$10K	Buy	241 +129	+115%	+$5.03K	﹤0.01%	743
2022 Q2	$4K	Sell	112 -88	-44%	-$3.12K	﹤0.01%	1127
2022 Q1	$8K	Buy	200 +118	+144%	+$4.44K	﹤0.01%	890
2021 Q4	$3K	Buy	+82	New	+$3.03K	﹤0.01%	1004

Other funds holding WSC

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Diversified Management Milwaukee, Wisconsin $468M AUM

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return