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WR Wealth Planners’s WillScot Mobile Mini Holdings WSC Stock Holding History

WR Wealth Planners’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
2022
Q4 		– Sell
-8
Closed -$323 – 543
2022
Q3 		$323 Buy
+8
New +$312 ﹤0.01% 458

Other funds holding WSC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

WR Wealth Planners's WSC Position: Q4 2022 in Review

WR Wealth Planners sold out of WillScot Mobile Mini Holdings (WSC) in Q4 2022, closing a stake of 8 shares — an estimated $323 sold.

WR Wealth Planners first reported a position in WSC in Q3 2022 and held it in 1 quarter. The position peaked at $323 in Q3 2022. 403 funds tracked by Wall St. Rank hold WSC as of Q4 2022.

  • WR Wealth Planners reported no remaining WillScot Mobile Mini Holdings position as of Q4 2022 after selling out during the quarter.
  • WR Wealth Planners sold 8 WillScot Mobile Mini Holdings shares in Q4 2022, an estimated $323.
  • WR Wealth Planners first reported a position in WillScot Mobile Mini Holdings in Q3 2022 and held it in 1 quarter.
  • WR Wealth Planners's WillScot Mobile Mini Holdings position peaked at $323 in Q3 2022.
  • 403 funds tracked by Wall St. Rank held WillScot Mobile Mini Holdings as of Q4 2022.

Based on WR Wealth Planners's 13F filing for Q4 2022, filed 10 Oct 2024.