Brandywine Oak Private Wealth’s Advanced Drainage Systems WMS Stock Holding History

Brandywine Oak Private Wealth’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
2022 Q2	–	Sell	-2,287	Closed	-$271K	–	352
2022 Q1	$271K	Buy	2,287 +407	+22%	+$48.3K	0.03%	279
2021 Q4	$265K	Sell	1,880 -309	-14%	-$38K	0.03%	284
2021 Q3	$236K	Buy	2,189 +1	+0%	+$115	0.03%	302
2021 Q2	$255K	Sell	2,188 -441	-17%	-$49K	0.03%	276
2021 Q1	$271K	Sell	2,629 -571	-18%	-$55.8K	0.04%	229
2020 Q4	$267K	Sell	3,200 -653	-17%	-$46.3K	0.04%	220
2020 Q3	$240K	Buy	+3,853	New	+$209K	0.04%	223

Other funds holding WMS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Partners Boston, Massachusetts $4.96M AUM 59.38% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Brandywine Oak Private Wealth's WMS Position: Q2 2022 in Review

Brandywine Oak Private Wealth sold out of Advanced Drainage Systems (WMS) in Q2 2022, closing a stake of 2,287 shares — an estimated $271K sold.

Brandywine Oak Private Wealth first reported a position in WMS in Q3 2020 and held it in 7 quarters. The position peaked at $271K in Q1 2022. 332 funds tracked by Wall St. Rank hold WMS as of Q2 2022.

Brandywine Oak Private Wealth reported no remaining Advanced Drainage Systems position as of Q2 2022 after selling out during the quarter.
Brandywine Oak Private Wealth sold 2,287 Advanced Drainage Systems shares in Q2 2022, an estimated $271K.
Brandywine Oak Private Wealth first reported a position in Advanced Drainage Systems in Q3 2020 and held it in 7 quarters.
Brandywine Oak Private Wealth's Advanced Drainage Systems position peaked at $271K in Q1 2022.
332 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q2 2022.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2022, filed 22 Jul 2022.