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BCR Wealth Strategies’s Advanced Drainage Systems WMS Stock Holding History

BCR Wealth Strategies’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
Q2 		– Sell
-1,335
Closed -$230K – 31
2024
Q1 		$230K Buy
+1,335
New +$201K 0.16% 21

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Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

BCR Wealth Strategies's WMS Position: Q2 2024 in Review

BCR Wealth Strategies sold out of Advanced Drainage Systems (WMS) in Q2 2024, closing a stake of 1,335 shares — an estimated $230K sold.

BCR Wealth Strategies first reported a position in WMS in Q1 2024 and held it in 1 quarter. The position peaked at $230K in Q1 2024. 499 funds tracked by Wall St. Rank hold WMS as of Q2 2024.

  • BCR Wealth Strategies reported no remaining Advanced Drainage Systems position as of Q2 2024 after selling out during the quarter.
  • BCR Wealth Strategies sold 1,335 Advanced Drainage Systems shares in Q2 2024, an estimated $230K.
  • BCR Wealth Strategies first reported a position in Advanced Drainage Systems in Q1 2024 and held it in 1 quarter.
  • BCR Wealth Strategies's Advanced Drainage Systems position peaked at $230K in Q1 2024.
  • 499 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q2 2024.

Based on BCR Wealth Strategies's 13F filing for Q2 2024, filed 26 Jul 2024.