SFS
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Sowell Financial Services’s WillScot Mobile Mini Holdings WSC Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-4,099
Closed -$120K – 2758
2021
Q1 		$120K Sell
4,099
-4,358
-52% -$114K ﹤0.01% 1286
2020
Q4 		$196K Buy
8,457
+337
+4% +$6.8K 0.01% 859
2020
Q3 		$135K Buy
+8,120
New +$130K 0.01% 872

Other funds holding WSC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
PC
PointState Capital New York $4.31B AUM 42.31% 1-Year Est. Return
PIP
Permian Investment Partners Dallas, Texas $905M AUM 13.43% 1-Year Est. Return