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Brendel Financial Advisors’s Advanced Drainage Systems WMS Stock Holding History

Brendel Financial 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 		– Sell
-505
Closed -$59K – 275
2021
Q2 		$59K Buy
+505
New +$56.1K 0.03% 160

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Canada Pension Plan Investment Board
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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

Brendel Financial Advisors's WMS Position: Q3 2021 in Review

Brendel Financial Advisors sold out of Advanced Drainage Systems (WMS) in Q3 2021, closing a stake of 505 shares — an estimated $59K sold.

Brendel Financial Advisors first reported a position in WMS in Q2 2021 and held it in 1 quarter. The position peaked at $59K in Q2 2021. 289 funds tracked by Wall St. Rank hold WMS as of Q3 2021.

  • Brendel Financial Advisors reported no remaining Advanced Drainage Systems position as of Q3 2021 after selling out during the quarter.
  • Brendel Financial Advisors sold 505 Advanced Drainage Systems shares in Q3 2021, an estimated $59K.
  • Brendel Financial Advisors first reported a position in Advanced Drainage Systems in Q2 2021 and held it in 1 quarter.
  • Brendel Financial Advisors's Advanced Drainage Systems position peaked at $59K in Q2 2021.
  • 289 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q3 2021.

Based on Brendel Financial Advisors's 13F filing for Q3 2021, filed 26 Oct 2021.