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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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return