WAP
WSC icon

Wealthcare Advisory Partners’s WillScot Mobile Mini Holdings WSC Stock Holding History

Wealthcare Advisory 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
2021
Q2 		– Sell
-169
Closed -$5K – 1882
2021
Q1 		$5K Buy
+169
New +$4.44K ﹤0.01% 1670

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
PC
PointState Capital New York $7.82B AUM 43.51% 1-Year Est. Return
PIP
Permian Investment Partners Dallas, Texas $911M AUM 0.66% 1-Year Est. Return

Wealthcare Advisory Partners's WSC Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of WillScot Mobile Mini Holdings (WSC) in Q2 2021, closing a stake of 169 shares — an estimated $5K sold.

Wealthcare Advisory Partners first reported a position in WSC in Q1 2021 and held it in 1 quarter. The position peaked at $5K in Q1 2021. 278 funds tracked by Wall St. Rank hold WSC as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining WillScot Mobile Mini Holdings position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 169 WillScot Mobile Mini Holdings shares in Q2 2021, an estimated $5K.
  • Wealthcare Advisory Partners first reported a position in WillScot Mobile Mini Holdings in Q1 2021 and held it in 1 quarter.
  • Wealthcare Advisory Partners's WillScot Mobile Mini Holdings position peaked at $5K in Q1 2021.
  • 278 funds tracked by Wall St. Rank held WillScot Mobile Mini Holdings as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.