Burney Company
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Burney Company’s Advanced Drainage Systems WMS Stock Holding History

Burney Company’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
2023
Q3 		– Sell
-2,067
Closed -$235K – 596
2023
Q2 		$235K Buy
+2,067
New +$195K 0.01% 528

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Burney Company's WMS Position: Q3 2023 in Review

Burney Company sold out of Advanced Drainage Systems (WMS) in Q3 2023, closing a stake of 2,067 shares — an estimated $235K sold.

Burney Company first reported a position in WMS in Q2 2023 and held it in 1 quarter. The position peaked at $235K in Q2 2023. 413 funds tracked by Wall St. Rank hold WMS as of Q3 2023.

  • Burney Company reported no remaining Advanced Drainage Systems position as of Q3 2023 after selling out during the quarter.
  • Burney Company sold 2,067 Advanced Drainage Systems shares in Q3 2023, an estimated $235K.
  • Burney Company first reported a position in Advanced Drainage Systems in Q2 2023 and held it in 1 quarter.
  • Burney Company's Advanced Drainage Systems position peaked at $235K in Q2 2023.
  • 413 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q3 2023.

Based on Burney Company's 13F filing for Q3 2023, filed 8 Nov 2023.