Mount Yale Investment Advisors’s WillScot Mobile Mini Holdings WSC Stock Holding History

Mount Yale Investment 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
2024 Q4	–	Sell	-9,142	Closed	-$344K	–	623
2024 Q3	$344K	Sell	9,142 -10,349	-53%	-$395K	0.03%	397
2024 Q2	$734K	Sell	19,491 -407	-2%	-$16.1K	0.06%	265
2024 Q1	$925K	Buy	19,898 +11,571	+139%	+$538K	0.07%	233
2023 Q4	$371K	Sell	8,327 -5,589	-40%	-$226K	0.04%	375
2023 Q3	$579K	Buy	13,916 +32	+0.2%	+$1.41K	0.06%	276
2023 Q2	$664K	Sell	13,884 -520	-4%	-$23.3K	0.07%	269
2023 Q1	$675K	Buy	+14,404	New	+$693K	0.08%	256

Other funds holding WSC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Mount Yale Investment Advisors's WSC Position: Q4 2024 in Review

Mount Yale Investment Advisors sold out of WillScot Mobile Mini Holdings (WSC) in Q4 2024, closing a stake of 9,142 shares — an estimated $344K sold.

Mount Yale Investment Advisors first reported a position in WSC in Q1 2023 and held it in 7 quarters. The position peaked at $925K in Q1 2024. 395 funds tracked by Wall St. Rank hold WSC as of Q4 2024.

Mount Yale Investment Advisors reported no remaining WillScot Mobile Mini Holdings position as of Q4 2024 after selling out during the quarter.
Mount Yale Investment Advisors sold 9,142 WillScot Mobile Mini Holdings shares in Q4 2024, an estimated $344K.
Mount Yale Investment Advisors first reported a position in WillScot Mobile Mini Holdings in Q1 2023 and held it in 7 quarters.
Mount Yale Investment Advisors's WillScot Mobile Mini Holdings position peaked at $925K in Q1 2024.
395 funds tracked by Wall St. Rank held WillScot Mobile Mini Holdings as of Q4 2024.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.