Advisor OS’s Advanced Drainage Systems WMS Stock Holding History

Advisor OS’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 Q3	–	Sell	-3,407	Closed	-$388K	–	307
2023 Q2	$388K	Buy	+3,407	New	+$322K	0.06%	214

Other funds holding WMS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Advisor OS's WMS Position: Q3 2023 in Review

Advisor OS sold out of Advanced Drainage Systems (WMS) in Q3 2023, closing a stake of 3,407 shares — an estimated $388K sold.

Advisor OS first reported a position in WMS in Q2 2023 and held it in 1 quarter. The position peaked at $388K in Q2 2023. 413 funds tracked by Wall St. Rank hold WMS as of Q3 2023.

Advisor OS reported no remaining Advanced Drainage Systems position as of Q3 2023 after selling out during the quarter.
Advisor OS sold 3,407 Advanced Drainage Systems shares in Q3 2023, an estimated $388K.
Advisor OS first reported a position in Advanced Drainage Systems in Q2 2023 and held it in 1 quarter.
Advisor OS's Advanced Drainage Systems position peaked at $388K in Q2 2023.
413 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q3 2023.

Based on Advisor OS's 13F filing for Q3 2023, filed 3 Nov 2023.