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Cetera Advisors’s Advanced Drainage Systems WMS Stock Holding History

Cetera 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
2024
Q1 		$669K Buy
3,887
+1,675
+76% +$252K 0.01% 1413
2023
Q4 		$311K Sell
2,212
-4
-0.2% -$482 ﹤0.01% 1402
2023
Q3 		$252K Buy
2,216
+7
+0.3% +$855 ﹤0.01% 1417
2023
Q2 		$251K Buy
+2,209
New +$208K ﹤0.01% 1391

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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Cetera Advisors's WMS Position: Q1 2024 in Review

Cetera Advisors increased its Advanced Drainage Systems (WMS) stake by 76% in Q1 2024, buying an estimated $252K and bringing the position to 3,887 shares worth $669K. The position accounts for 0.01% of the portfolio, ranked #1413.

Cetera Advisors first reported a position in WMS in Q2 2023 and has held it in 4 quarters since. 492 funds tracked by Wall St. Rank hold WMS as of Q1 2024.

  • Cetera Advisors held 3,887 shares of Advanced Drainage Systems worth $669K as of Q1 2024.
  • Cetera Advisors bought 1,675 Advanced Drainage Systems shares in Q1 2024, an estimated $252K.
  • Advanced Drainage Systems made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1413 holding.
  • Cetera Advisors first reported a position in Advanced Drainage Systems in Q2 2023 and has held it in 4 quarters since.
  • 492 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.