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Abich Financial Wealth Management’s Advanced Drainage Systems WMS Stock Holding History

Abich Financial Wealth Management’s Portfolio WMS Stock Details WMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-24
Closed -$3.85K – 838
2024
Q2 		$3.85K Sell
24
-1
-4% -$167 ﹤0.01% 376
2024
Q1 		$4.31K Buy
25
+5
+25% +$753 ﹤0.01% 307
2023
Q4 		$2.81K Buy
+20
New +$2.41K ﹤0.01% 295

Other funds holding WMS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Abich Financial Wealth Management's WMS Position: Q3 2024 in Review

Abich Financial Wealth Management sold out of Advanced Drainage Systems (WMS) in Q3 2024, closing a stake of 24 shares — an estimated $3.85K sold.

Abich Financial Wealth Management first reported a position in WMS in Q4 2023 and held it in 3 quarters. The position peaked at $4.31K in Q1 2024. 488 funds tracked by Wall St. Rank hold WMS as of Q3 2024.

  • Abich Financial Wealth Management reported no remaining Advanced Drainage Systems position as of Q3 2024 after selling out during the quarter.
  • Abich Financial Wealth Management sold 24 Advanced Drainage Systems shares in Q3 2024, an estimated $3.85K.
  • Abich Financial Wealth Management first reported a position in Advanced Drainage Systems in Q4 2023 and held it in 3 quarters.
  • Abich Financial Wealth Management's Advanced Drainage Systems position peaked at $4.31K in Q1 2024.
  • 488 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q3 2024.

Based on Abich Financial Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.