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JP Morgan Private Wealth Advisors’s WillScot Mobile Mini Holdings WSC Stock Holding History

JP Morgan Private 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
2023
Q3 		$881K Buy
+21,191
New +$933K ﹤0.01% 1023
2021
Q1 		– Sell
-8,671
Closed -$201K – 1805
2020
Q4 		$201K Sell
8,671
-4,898
-36% -$98.8K ﹤0.01% 1650
2020
Q3 		$226K Buy
+13,569
New +$217K ﹤0.01% 1481

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 $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Private Wealth Advisors's WSC Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors opened a new position in WillScot Mobile Mini Holdings (WSC) in Q3 2023: 21,191 shares worth $881K. The stake represents ﹤0.01% of the portfolio and ranks #1023 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in WSC as recently as Q4 2020.

JP Morgan Private Wealth Advisors first reported a position in WSC in Q3 2020 and has held it in 3 quarters since. 397 funds tracked by Wall St. Rank hold WSC as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 21,191 shares of WillScot Mobile Mini Holdings worth $881K as of Q3 2023.
  • WillScot Mobile Mini Holdings was a new JP Morgan Private Wealth Advisors position in Q3 2023.
  • WillScot Mobile Mini Holdings made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1023 holding.
  • JP Morgan Private Wealth Advisors first reported a position in WillScot Mobile Mini Holdings in Q3 2020 and has held it in 3 quarters since.
  • 397 funds tracked by Wall St. Rank held WillScot Mobile Mini Holdings as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.