Belpointe Asset Management
WMS icon

Belpointe Asset Management’s Advanced Drainage Systems WMS Stock Holding History

Belpointe Asset 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
Q2 		– Sell
-495
Closed -$41.7K – 3377
2023
Q1 		$41.7K Buy
495
+160
+48% +$14.1K ﹤0.01% 1813
2022
Q4 		$27.5K Buy
+335
New +$33.9K ﹤0.01% 1966

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Belpointe Asset Management's WMS Position: Q2 2023 in Review

Belpointe Asset Management sold out of Advanced Drainage Systems (WMS) in Q2 2023, closing a stake of 495 shares — an estimated $41.7K sold.

Belpointe Asset Management first reported a position in WMS in Q4 2022 and held it in 2 quarters. The position peaked at $41.7K in Q1 2023. 381 funds tracked by Wall St. Rank hold WMS as of Q2 2023.

  • Belpointe Asset Management reported no remaining Advanced Drainage Systems position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 495 Advanced Drainage Systems shares in Q2 2023, an estimated $41.7K.
  • Belpointe Asset Management first reported a position in Advanced Drainage Systems in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Advanced Drainage Systems position peaked at $41.7K in Q1 2023.
  • 381 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.