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Baldwin Wealth Partners’s Advanced Drainage Systems WMS Stock Holding History

Baldwin Wealth Partners’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
2024
Q4 		– Sell
-1,133
Closed -$178K – 1038
2024
Q3 		$178K Buy
+1,133
New +$177K 0.01% 346

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Baldwin Wealth Partners's WMS Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Advanced Drainage Systems (WMS) in Q4 2024, closing a stake of 1,133 shares — an estimated $178K sold.

Baldwin Wealth Partners first reported a position in WMS in Q3 2024 and held it in 1 quarter. The position peaked at $178K in Q3 2024. 463 funds tracked by Wall St. Rank hold WMS as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Advanced Drainage Systems position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 1,133 Advanced Drainage Systems shares in Q4 2024, an estimated $178K.
  • Baldwin Wealth Partners first reported a position in Advanced Drainage Systems in Q3 2024 and held it in 1 quarter.
  • Baldwin Wealth Partners's Advanced Drainage Systems position peaked at $178K in Q3 2024.
  • 463 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.