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Beaird Harris Wealth Management’s Advanced Drainage Systems WMS Stock Holding History

Beaird Harris 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
2023
Q1 		– Sell
-6
Closed -$492 – 752
2022
Q4 		$492 Buy
+6
New +$608 ﹤0.01% 700

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Beaird Harris Wealth Management's WMS Position: Q1 2023 in Review

Beaird Harris Wealth Management sold out of Advanced Drainage Systems (WMS) in Q1 2023, closing a stake of 6 shares — an estimated $492 sold.

Beaird Harris Wealth Management first reported a position in WMS in Q4 2022 and held it in 1 quarter. The position peaked at $492 in Q4 2022. 351 funds tracked by Wall St. Rank hold WMS as of Q1 2023.

  • Beaird Harris Wealth Management reported no remaining Advanced Drainage Systems position as of Q1 2023 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 6 Advanced Drainage Systems shares in Q1 2023, an estimated $492.
  • Beaird Harris Wealth Management first reported a position in Advanced Drainage Systems in Q4 2022 and held it in 1 quarter.
  • Beaird Harris Wealth Management's Advanced Drainage Systems position peaked at $492 in Q4 2022.
  • 351 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q1 2023.

Based on Beaird Harris Wealth Management's 13F filing for Q1 2023, filed 24 Apr 2023.