MYIA
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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return