TCI Wealth Advisors’s WillScot Mobile Mini Holdings WSC Stock Holding History

TCI Wealth Advisors’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
2023 Q2	–	Sell	-102	Closed	-$4.78K	–	2253
2023 Q1	$4.78K	Sell	102 -2	-2%	-$96	﹤0.01%	1565
2022 Q4	$4.7K	Buy	104 +1	+1%	+$45	﹤0.01%	1569
2022 Q3	$4K	Buy	103 +18	+21%	+$702	﹤0.01%	1699
2022 Q2	$3K	Sell	85 -324	-79%	-$11.5K	﹤0.01%	1917
2022 Q1	$16K	Sell	409 -164	-29%	-$6.17K	﹤0.01%	817
2021 Q4	$23K	Buy	573 +176	+44%	+$6.49K	﹤0.01%	655
2021 Q3	$13K	Hold	397	–	–	﹤0.01%	942
2021 Q2	$11K	Buy	397 +152	+62%	+$4.37K	﹤0.01%	931
2021 Q1	$7K	Buy	245 +172	+236%	+$4.52K	﹤0.01%	1093
2020 Q4	$2K	Hold	73	–	–	﹤0.01%	1292
2020 Q3	$1K	Buy	+73	New	+$1.17K	﹤0.01%	1458
2020 Q2	–	Sell	-73	Closed	-$1K	–	1686
2020 Q1	$1K	Hold	73	–	–	﹤0.01%	1373
2019 Q4	$1K	Hold	73	–	–	﹤0.01%	1459
2019 Q3	$1K	Hold	73	–	–	﹤0.01%	1410
2019 Q2	$1K	Hold	73	–	–	﹤0.01%	1327
2019 Q1	$1K	Hold	73	–	–	﹤0.01%	1328
2018 Q4	$1K	Buy	+73	New	+$1.03K	﹤0.01%	1337

Other funds holding WSC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Wealth Advisors's WSC Position: Q2 2023 in Review

TCI Wealth Advisors sold out of WillScot Mobile Mini Holdings (WSC) in Q2 2023, closing a stake of 102 shares — an estimated $4.78K sold.

TCI Wealth Advisors first reported a position in WSC in Q4 2018 and held it in 17 quarters. The position peaked at $23K in Q4 2021. 421 funds tracked by Wall St. Rank hold WSC as of Q2 2023.

TCI Wealth Advisors reported no remaining WillScot Mobile Mini Holdings position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 102 WillScot Mobile Mini Holdings shares in Q2 2023, an estimated $4.78K.
TCI Wealth Advisors first reported a position in WillScot Mobile Mini Holdings in Q4 2018 and held it in 17 quarters.
TCI Wealth Advisors's WillScot Mobile Mini Holdings position peaked at $23K in Q4 2021.
421 funds tracked by Wall St. Rank held WillScot Mobile Mini Holdings as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.