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Berman Capital Advisors’s Advanced Drainage Systems WMS Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$37K Buy
344
+106
+45% +$12.2K 0.01% 797
2021
Q2 		$27K Buy
238
+52
+28% +$5.77K ﹤0.01% 801
2021
Q1 		$19K Buy
+186
New +$18.2K ﹤0.01% 813

Other funds holding WMS

BP
Berkshire Partners Boston, Massachusetts $5.53M AUM 55.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Berman Capital Advisors's WMS Position: Q3 2021 in Review

Berman Capital Advisors increased its Advanced Drainage Systems (WMS) stake by 45% in Q3 2021, buying an estimated $12.2K and bringing the position to 344 shares worth $37K. The position accounts for 0.01% of the portfolio, ranked #797.

Berman Capital Advisors first reported a position in WMS in Q1 2021 and has held it in 3 quarters since. 290 funds tracked by Wall St. Rank hold WMS as of Q3 2021.

  • Berman Capital Advisors held 344 shares of Advanced Drainage Systems worth $37K as of Q3 2021.
  • Berman Capital Advisors bought 106 Advanced Drainage Systems shares in Q3 2021, an estimated $12.2K.
  • Advanced Drainage Systems made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #797 holding.
  • Berman Capital Advisors first reported a position in Advanced Drainage Systems in Q1 2021 and has held it in 3 quarters since.
  • 290 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.