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

Prevail Innovative 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 		– Sell
-39,679
Closed -$1.9M – 164
2023
Q2 		$1.9M Buy
+39,679
New +$1.77M 1.04% 34

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 $2.3T AUM 54.33% 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 $999B AUM 46.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 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

Prevail Innovative Wealth Advisors's WSC Position: Q3 2023 in Review

Prevail Innovative Wealth Advisors sold out of WillScot Mobile Mini Holdings (WSC) in Q3 2023, closing a stake of 39,679 shares — an estimated $1.9M sold.

Prevail Innovative Wealth Advisors first reported a position in WSC in Q2 2023 and held it in 1 quarter. The position peaked at $1.9M in Q2 2023. 396 funds tracked by Wall St. Rank hold WSC as of Q3 2023.

  • Prevail Innovative Wealth Advisors reported no remaining WillScot Mobile Mini Holdings position as of Q3 2023 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 39,679 WillScot Mobile Mini Holdings shares in Q3 2023, an estimated $1.9M.
  • Prevail Innovative Wealth Advisors first reported a position in WillScot Mobile Mini Holdings in Q2 2023 and held it in 1 quarter.
  • Prevail Innovative Wealth Advisors's WillScot Mobile Mini Holdings position peaked at $1.9M in Q2 2023.
  • 396 funds tracked by Wall St. Rank held WillScot Mobile Mini Holdings as of Q3 2023.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.