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TFO Wealth Partners’s WillScot Mobile Mini Holdings WSC Stock Holding History

TFO Wealth Partners’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
-14
Closed -$651 – 758
2024
Q1 		$651 Hold
14
– – ﹤0.01% 214
2023
Q4 		$623 Hold
14
– – ﹤0.01% 279
2023
Q3 		$669 Hold
14
– – ﹤0.01% 372
2023
Q2 		$669 Hold
14
– – ﹤0.01% 241
2023
Q1 		$656 Buy
14
+4
+40% +$193 ﹤0.01% 210
2022
Q4 		$1.15K Buy
+10
New +$449 ﹤0.01% 336

Other funds holding WSC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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

TFO Wealth Partners's WSC Position: Q2 2024 in Review

TFO Wealth Partners sold out of WillScot Mobile Mini Holdings (WSC) in Q2 2024, closing a stake of 14 shares — an estimated $651 sold.

TFO Wealth Partners first reported a position in WSC in Q4 2022 and held it in 6 quarters. The position peaked at $1.15K in Q4 2022. 411 funds tracked by Wall St. Rank hold WSC as of Q2 2024.

  • TFO Wealth Partners reported no remaining WillScot Mobile Mini Holdings position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 14 WillScot Mobile Mini Holdings shares in Q2 2024, an estimated $651.
  • TFO Wealth Partners first reported a position in WillScot Mobile Mini Holdings in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's WillScot Mobile Mini Holdings position peaked at $1.15K in Q4 2022.
  • 411 funds tracked by Wall St. Rank held WillScot Mobile Mini Holdings as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.