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Confluence Wealth Services’s Advanced Drainage Systems WMS Stock Holding History

Confluence Wealth Services’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
2022
Q1 		– Sell
-103
Closed -$14K – 1176
2021
Q4 		$14K Buy
+103
New +$12.7K ﹤0.01% 831

Other funds holding WMS

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BP
Berkshire Partners Boston, Massachusetts $4.96M AUM 59.38% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Confluence Wealth Services's WMS Position: Q1 2022 in Review

Confluence Wealth Services sold out of Advanced Drainage Systems (WMS) in Q1 2022, closing a stake of 103 shares — an estimated $14K sold.

Confluence Wealth Services first reported a position in WMS in Q4 2021 and held it in 1 quarter. The position peaked at $14K in Q4 2021. 316 funds tracked by Wall St. Rank hold WMS as of Q1 2022.

  • Confluence Wealth Services reported no remaining Advanced Drainage Systems position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 103 Advanced Drainage Systems shares in Q1 2022, an estimated $14K.
  • Confluence Wealth Services first reported a position in Advanced Drainage Systems in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Advanced Drainage Systems position peaked at $14K in Q4 2021.
  • 316 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.