AWM
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Accurate Wealth Management’s Advanced Drainage Systems WMS Stock Holding History

Accurate 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
2023
Q1 		– Sell
-80
Closed -$6.78K – 1468
2022
Q4 		$6.78K Buy
+80
New +$8.11K ﹤0.01% 955

Other funds holding WMS

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Accurate Wealth Management's WMS Position: Q1 2023 in Review

Accurate Wealth Management sold out of Advanced Drainage Systems (WMS) in Q1 2023, closing a stake of 80 shares — an estimated $6.78K sold.

Accurate Wealth Management first reported a position in WMS in Q4 2022 and held it in 1 quarter. The position peaked at $6.78K in Q4 2022. 351 funds tracked by Wall St. Rank hold WMS as of Q1 2023.

  • Accurate Wealth Management reported no remaining Advanced Drainage Systems position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 80 Advanced Drainage Systems shares in Q1 2023, an estimated $6.78K.
  • Accurate Wealth Management first reported a position in Advanced Drainage Systems in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Advanced Drainage Systems position peaked at $6.78K in Q4 2022.
  • 351 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.