Buckingham Strategic Wealth’s Advanced Drainage Systems WMS Stock Holding History

Buckingham Strategic 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
2024 Q2	$468K	Hold	2,919	–	–	﹤0.01%	481
2024 Q1	$503K	Sell	2,919 -4	-0.1%	-$602	0.01%	458
2023 Q4	$411K	Sell	2,923 -3,897	-57%	-$470K	﹤0.01%	488
2023 Q3	$776K	Hold	6,820	–	–	0.01%	335
2023 Q2	$776K	Buy	6,820 +3,403	+100%	+$321K	0.01%	336
2023 Q1	$280K	Hold	3,417	–	–	0.01%	494
2022 Q4	$280K	Buy	3,417 +155	+5%	+$15.7K	0.01%	496
2022 Q3	$406K	Hold	3,262	–	–	0.01%	409
2022 Q2	$294K	Buy	+3,262	New	+$335K	0.01%	469

Other funds holding WMS

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Buckingham Strategic Wealth's WMS Position: Q2 2024 in Review

Buckingham Strategic Wealth held its Advanced Drainage Systems (WMS) position steady in Q2 2024 at 2,919 shares worth $468K. The position accounts for ﹤0.01% of the portfolio, ranked #481.

Buckingham Strategic Wealth first reported a position in WMS in Q2 2022 and has held it in 9 quarters since. The position peaked at $776K in Q3 2023. 500 funds tracked by Wall St. Rank hold WMS as of Q2 2024.

Buckingham Strategic Wealth held 2,919 shares of Advanced Drainage Systems worth $468K as of Q2 2024.
Buckingham Strategic Wealth left its Advanced Drainage Systems share count unchanged in Q2 2024.
Advanced Drainage Systems made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #481 holding.
Buckingham Strategic Wealth first reported a position in Advanced Drainage Systems in Q2 2022 and has held it in 9 quarters since.
Buckingham Strategic Wealth's Advanced Drainage Systems position peaked at $776K in Q3 2023.
500 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.