Avantax Advisory Services’s Advanced Drainage Systems WMS Stock Holding History

Avantax Advisory Services’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
2020 Q2	–	Sell	-13,711	Closed	-$402K	–	901
2020 Q1	$402K	Sell	13,711 -1,185	-8%	-$47.8K	0.01%	489
2019 Q4	$578K	Buy	14,896 +20	+0.1%	+$740	0.01%	436
2019 Q3	$479K	Buy	14,876 +1,044	+8%	+$33.9K	0.02%	327
2019 Q2	$454K	Buy	13,832 +1,655	+14%	+$47.7K	0.02%	309
2019 Q1	$314K	Buy	12,177 +1,795	+17%	+$45.4K	0.02%	346
2018 Q4	$252K	Buy	+10,382	New	+$279K	0.04%	327

Other funds holding WMS

Berkshire Partners Boston, Massachusetts $4.96M AUM 59.38% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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

Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Avantax Advisory Services's WMS Position: Q2 2020 in Review

Avantax Advisory Services sold out of Advanced Drainage Systems (WMS) in Q2 2020, closing a stake of 13,711 shares — an estimated $402K sold.

Avantax Advisory Services first reported a position in WMS in Q4 2018 and held it in 6 quarters. The position peaked at $578K in Q4 2019. 179 funds tracked by Wall St. Rank hold WMS as of Q2 2020.

Avantax Advisory Services reported no remaining Advanced Drainage Systems position as of Q2 2020 after selling out during the quarter.
Avantax Advisory Services sold 13,711 Advanced Drainage Systems shares in Q2 2020, an estimated $402K.
Avantax Advisory Services first reported a position in Advanced Drainage Systems in Q4 2018 and held it in 6 quarters.
Avantax Advisory Services's Advanced Drainage Systems position peaked at $578K in Q4 2019.
179 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q2 2020.

Based on Avantax Advisory Services's 13F filing for Q2 2020, filed 6 Aug 2020.