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SYSTM Wealth Solutions’s WillScot Mobile Mini Holdings WSC Stock Holding History

SYSTM Wealth Solutions’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
2024
Q2 		– Sell
-2,335
Closed -$109K – 976
2024
Q1 		$109K Buy
2,335
+14
+0.6% +$651 0.01% 467
2023
Q4 		$103K Buy
+2,321
New +$93.8K 0.01% 454

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

SYSTM Wealth Solutions's WSC Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of WillScot Mobile Mini Holdings (WSC) in Q2 2024, closing a stake of 2,335 shares — an estimated $109K sold.

SYSTM Wealth Solutions first reported a position in WSC in Q4 2023 and held it in 2 quarters. The position peaked at $109K in Q1 2024. 411 funds tracked by Wall St. Rank hold WSC as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining WillScot Mobile Mini Holdings position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 2,335 WillScot Mobile Mini Holdings shares in Q2 2024, an estimated $109K.
  • SYSTM Wealth Solutions first reported a position in WillScot Mobile Mini Holdings in Q4 2023 and held it in 2 quarters.
  • SYSTM Wealth Solutions's WillScot Mobile Mini Holdings position peaked at $109K in Q1 2024.
  • 411 funds tracked by Wall St. Rank held WillScot Mobile Mini Holdings as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.