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

AE 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
2025
Q1 		– Sell
-2,314
Closed -$267K – 2288
2024
Q4 		$267K Buy
2,314
+404
+21% +$56.1K ﹤0.01% 1150
2024
Q3 		$300K Sell
1,910
-393
-17% -$61.4K ﹤0.01% 1030
2024
Q2 		$369K Buy
2,303
+393
+21% +$65.7K ﹤0.01% 970
2024
Q1 		$329K Sell
1,910
-8,088
-81% -$1.22M ﹤0.01% 934
2023
Q4 		$1.31M Buy
9,998
+1,296
+15% +$156K 0.01% 1059
2023
Q3 		$991K Buy
8,702
+214
+3% +$26.1K 0.01% 1102
2023
Q2 		$966K Sell
8,488
-503
-6% -$47.5K 0.01% 1103
2023
Q1 		$757K Sell
8,991
-662
-7% -$58.2K ﹤0.01% 1159
2022
Q4 		$791K Buy
9,653
+861
+10% +$87.3K 0.01% 1088
2022
Q3 		$1.09M Buy
8,792
+3,118
+55% +$388K 0.01% 912
2022
Q2 		$511K Sell
5,674
-12
-0.2% -$1.23K ﹤0.01% 1196
2022
Q1 		$676K Sell
5,686
-4,294
-43% -$510K ﹤0.01% 1080
2021
Q4 		$1.36M Hold
9,980
– – 0.01% 822
2021
Q3 		$1.08M Buy
+9,980
New +$1.15M 0.01% 840

Other funds holding WMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AE Wealth Management's WMS Position: Q1 2025 in Review

AE Wealth Management sold out of Advanced Drainage Systems (WMS) in Q1 2025, closing a stake of 2,314 shares — an estimated $267K sold.

AE Wealth Management first reported a position in WMS in Q3 2021 and held it in 14 quarters. The position peaked at $1.36M in Q4 2021. 462 funds tracked by Wall St. Rank hold WMS as of Q1 2025.

  • AE Wealth Management reported no remaining Advanced Drainage Systems position as of Q1 2025 after selling out during the quarter.
  • AE Wealth Management sold 2,314 Advanced Drainage Systems shares in Q1 2025, an estimated $267K.
  • AE Wealth Management first reported a position in Advanced Drainage Systems in Q3 2021 and held it in 14 quarters.
  • AE Wealth Management's Advanced Drainage Systems position peaked at $1.36M in Q4 2021.
  • 462 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q1 2025.

Based on AE Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.