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Sheaff Brock Investment Advisors’s WillScot Mobile Mini Holdings WSC Stock Holding History

Sheaff Brock 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
2023
Q3 		– Sell
-4,537
Closed -$217K – 491
2023
Q2 		$217K Sell
4,537
-243
-5% -$10.9K 0.02% 411
2023
Q1 		$224K Sell
4,780
-130
-3% -$6.26K 0.02% 409
2022
Q4 		$222K Buy
+4,910
New +$220K 0.02% 397

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

Sheaff Brock Investment Advisors's WSC Position: Q3 2023 in Review

Sheaff Brock Investment Advisors sold out of WillScot Mobile Mini Holdings (WSC) in Q3 2023, closing a stake of 4,537 shares — an estimated $217K sold.

Sheaff Brock Investment Advisors first reported a position in WSC in Q4 2022 and held it in 3 quarters. The position peaked at $224K in Q1 2023. 396 funds tracked by Wall St. Rank hold WSC as of Q3 2023.

  • Sheaff Brock Investment Advisors reported no remaining WillScot Mobile Mini Holdings position as of Q3 2023 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 4,537 WillScot Mobile Mini Holdings shares in Q3 2023, an estimated $217K.
  • Sheaff Brock Investment Advisors first reported a position in WillScot Mobile Mini Holdings in Q4 2022 and held it in 3 quarters.
  • Sheaff Brock Investment Advisors's WillScot Mobile Mini Holdings position peaked at $224K in Q1 2023.
  • 396 funds tracked by Wall St. Rank held WillScot Mobile Mini Holdings as of Q3 2023.

Based on Sheaff Brock Investment Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.