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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 – 2753
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

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
PC
PointState Capital New York $7.82B AUM 43.51% 1-Year Est. Return
PIP
Permian Investment Partners Dallas, Texas $911M AUM 0.66% 1-Year Est. Return

Sowell Financial Services's WSC Position: Q2 2021 in Review

Sowell Financial Services sold out of WillScot Mobile Mini Holdings (WSC) in Q2 2021, closing a stake of 4,099 shares — an estimated $120K sold.

Sowell Financial Services first reported a position in WSC in Q3 2020 and held it in 3 quarters. The position peaked at $196K in Q4 2020. 278 funds tracked by Wall St. Rank hold WSC as of Q2 2021.

  • Sowell Financial Services reported no remaining WillScot Mobile Mini Holdings position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 4,099 WillScot Mobile Mini Holdings shares in Q2 2021, an estimated $120K.
  • Sowell Financial Services first reported a position in WillScot Mobile Mini Holdings in Q3 2020 and held it in 3 quarters.
  • Sowell Financial Services's WillScot Mobile Mini Holdings position peaked at $196K in Q4 2020.
  • 278 funds tracked by Wall St. Rank held WillScot Mobile Mini Holdings as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.