Claris Advisors’s Advanced Drainage Systems WMS Stock Holding History

Claris 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 Q4	–	Sell	-4	Closed	-$629	–	1169
2024 Q3	$629	Buy	+4	New	+$625	﹤0.01%	576

Other funds holding WMS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Claris Advisors's WMS Position: Q4 2024 in Review

Claris Advisors sold out of Advanced Drainage Systems (WMS) in Q4 2024, closing a stake of 4 shares — an estimated $629 sold.

Claris Advisors first reported a position in WMS in Q3 2024 and held it in 1 quarter. The position peaked at $629 in Q3 2024. 463 funds tracked by Wall St. Rank hold WMS as of Q4 2024.

Claris Advisors reported no remaining Advanced Drainage Systems position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 4 Advanced Drainage Systems shares in Q4 2024, an estimated $629.
Claris Advisors first reported a position in Advanced Drainage Systems in Q3 2024 and held it in 1 quarter.
Claris Advisors's Advanced Drainage Systems position peaked at $629 in Q3 2024.
463 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.