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AdvisorShares Investments’s Advanced Drainage Systems WMS Stock Holding History

AdvisorShares Investments’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
Q4 		– Sell
-3,771
Closed -$429K – 320
2023
Q3 		$429K Sell
3,771
-86
-2% -$10.5K 0.11% 77
2023
Q2 		$439K Buy
+3,857
New +$364K 0.13% 99
2021
Q4 		– Sell
-17,738
Closed -$1.92M – 220
2021
Q3 		$1.92M Buy
17,738
+332
+2% +$38.2K 0.3% 38
2021
Q2 		$2.03M Buy
+17,406
New +$1.93M 0.28% 30

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

AdvisorShares Investments's WMS Position: Q4 2023 in Review

AdvisorShares Investments sold out of Advanced Drainage Systems (WMS) in Q4 2023, closing a stake of 3,771 shares — an estimated $429K sold.

AdvisorShares Investments first reported a position in WMS in Q2 2021 and held it in 4 quarters. The position peaked at $2.03M in Q2 2021. 426 funds tracked by Wall St. Rank hold WMS as of Q4 2023.

  • AdvisorShares Investments reported no remaining Advanced Drainage Systems position as of Q4 2023 after selling out during the quarter.
  • AdvisorShares Investments sold 3,771 Advanced Drainage Systems shares in Q4 2023, an estimated $429K.
  • AdvisorShares Investments first reported a position in Advanced Drainage Systems in Q2 2021 and held it in 4 quarters.
  • AdvisorShares Investments's Advanced Drainage Systems position peaked at $2.03M in Q2 2021.
  • 426 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q4 2023.

Based on AdvisorShares Investments's 13F filing for Q4 2023, filed 13 Feb 2024.