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

Avior 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
-1
Closed -$115 – 2344
2024
Q4 		$115 Sell
1
-24
-96% -$3.33K ﹤0.01% 2400
2024
Q3 		$3.93K Buy
+25
New +$3.9K ﹤0.01% 1857
2024
Q2 		– Sell
-101
Closed -$17.4K – 3736
2024
Q1 		$17.4K Buy
+101
New +$15.2K ﹤0.01% 1655
2023
Q1 		– Sell
-5,212
Closed -$427K – 1668
2022
Q4 		$427K Sell
5,212
-672
-11% -$68.1K 0.03% 339
2022
Q3 		$731K Hold
5,884
– – 0.06% 210
2022
Q2 		$529K Hold
5,884
– – 0.05% 246
2022
Q1 		$699K Sell
5,884
-1,015
-15% -$120K 0.06% 225
2021
Q4 		$939K Sell
6,899
-953
-12% -$117K 0.08% 204
2021
Q3 		$849K Hold
7,852
– – 0.07% 212
2021
Q2 		$915K Sell
7,852
-2,542
-24% -$282K 0.09% 194
2021
Q1 		$1.07M Sell
10,394
-1,224
-11% -$120K 0.11% 168
2020
Q4 		$971K Buy
11,618
+18
+0.2% +$1.27K 0.12% 159
2020
Q3 		$724K Buy
11,600
+720
+7% +$39K 0.1% 176
2020
Q2 		$537K Buy
+10,880
New +$447K 0.08% 221

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 $3.38T AUM 44.17% 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

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

Avior Wealth Management sold out of Advanced Drainage Systems (WMS) in Q1 2025, closing a stake of 1 share — an estimated $115 sold.

Avior Wealth Management first reported a position in WMS in Q2 2020 and held it in 14 quarters. The position peaked at $1.07M in Q1 2021. 462 funds tracked by Wall St. Rank hold WMS as of Q1 2025.

  • Avior Wealth Management reported no remaining Advanced Drainage Systems position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 1 Advanced Drainage Systems share in Q1 2025, an estimated $115.
  • Avior Wealth Management first reported a position in Advanced Drainage Systems in Q2 2020 and held it in 14 quarters.
  • Avior Wealth Management's Advanced Drainage Systems position peaked at $1.07M in Q1 2021.
  • 462 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.