SWA
MCW

Strategies Wealth Advisors’s Mister Car Wash MCW Stock Holding History

Strategies Wealth Advisors’s Portfolio MCW Stock Details MCW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-14,650
Closed -$141K – 83
2023
Q2 		$141K Sell
14,650
-1,625
-10% -$14.1K 0.03% 83
2023
Q1 		$140K Buy
+16,275
New +$153K 0.03% 76

Other funds holding MCW

LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
CSNH
Crow's Nest Holdings Richmond, Virginia $428M AUM 23.41% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return

Strategies Wealth Advisors's MCW Position: Q3 2023 in Review

Strategies Wealth Advisors sold out of Mister Car Wash (MCW) in Q3 2023, closing a stake of 14,650 shares — an estimated $141K sold.

Strategies Wealth Advisors first reported a position in MCW in Q1 2023 and held it in 2 quarters. The position peaked at $141K in Q2 2023. 161 funds tracked by Wall St. Rank hold MCW as of Q3 2023.

  • Strategies Wealth Advisors reported no remaining Mister Car Wash position as of Q3 2023 after selling out during the quarter.
  • Strategies Wealth Advisors sold 14,650 Mister Car Wash shares in Q3 2023, an estimated $141K.
  • Strategies Wealth Advisors first reported a position in Mister Car Wash in Q1 2023 and held it in 2 quarters.
  • Strategies Wealth Advisors's Mister Car Wash position peaked at $141K in Q2 2023.
  • 161 funds tracked by Wall St. Rank held Mister Car Wash as of Q3 2023.

Based on Strategies Wealth Advisors's 13F filing for Q3 2023, filed 10 Oct 2023.