SWM
WSC icon

Strategic Wealth Management’s WillScot Mobile Mini Holdings WSC Stock Holding History

Strategic Wealth Management’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
Q4 		$2.51M Buy
61,546
+1,550
+3% +$57.2K 1.24% 35
2021
Q3 		$1.9M Buy
59,996
+889
+2% +$25.7K 0.99% 37
2021
Q2 		$1.65M Sell
59,107
-1,748
-3% -$50.2K 0.89% 41
2021
Q1 		$1.69M Buy
+60,855
New +$1.6M 1.01% 37

Other funds holding WSC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Strategic Wealth Management's WSC Position: Q4 2021 in Review

Strategic Wealth Management increased its WillScot Mobile Mini Holdings (WSC) stake by 2.6% in Q4 2021, buying an estimated $57.2K and bringing the position to 61,546 shares worth $2.51M. The position accounts for 1.24% of the portfolio, ranked #35.

Strategic Wealth Management first reported a position in WSC in Q1 2021 and has held it in 4 quarters since. 346 funds tracked by Wall St. Rank hold WSC as of Q4 2021.

  • Strategic Wealth Management held 61,546 shares of WillScot Mobile Mini Holdings worth $2.51M as of Q4 2021.
  • Strategic Wealth Management bought 1,550 WillScot Mobile Mini Holdings shares in Q4 2021, an estimated $57.2K.
  • WillScot Mobile Mini Holdings made up 1.24% of Strategic Wealth Management's portfolio in Q4 2021, its #35 holding.
  • Strategic Wealth Management first reported a position in WillScot Mobile Mini Holdings in Q1 2021 and has held it in 4 quarters since.
  • 346 funds tracked by Wall St. Rank held WillScot Mobile Mini Holdings as of Q4 2021.

Based on Strategic Wealth Management's 13F filing for Q4 2021, filed 7 Feb 2022.