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Congress Asset Management’s Advanced Drainage Systems WMS Stock Holding History

Congress Asset Management’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
Q1 		– Sell
-18,864
Closed -$1.55M – 391
2022
Q4 		$1.55M Buy
18,864
+1,005
+6% +$102K 0.02% 295
2022
Q3 		$2.22M Sell
17,859
-75,794
-81% -$9.43M 0.02% 262
2022
Q2 		$8.44M Buy
93,653
+361
+0.4% +$37.1K 0.08% 171
2022
Q1 		$11.1M Buy
93,292
+17,838
+24% +$2.12M 0.09% 159
2021
Q4 		$10.3M Buy
75,454
+15
+0% +$1.84K 0.08% 164
2021
Q3 		$8.16M Sell
75,439
-1,017
-1% -$117K 0.06% 182
2021
Q2 		$8.91M Buy
76,456
+6,804
+10% +$755K 0.07% 167
2021
Q1 		$7.2M Sell
69,652
-2,237
-3% -$219K 0.07% 173
2020
Q4 		$6.01M Sell
71,889
-13,193
-16% -$935K 0.06% 171
2020
Q3 		$5.31M Sell
85,082
-1,443
-2% -$78.1K 0.06% 162
2020
Q2 		$4.27M Buy
86,525
+2,690
+3% +$110K 0.05% 174
2020
Q1 		$2.47M Buy
+83,835
New +$3.38M 0.04% 199

Other funds holding WMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Congress Asset Management's WMS Position: Q1 2023 in Review

Congress Asset Management sold out of Advanced Drainage Systems (WMS) in Q1 2023, closing a stake of 18,864 shares — an estimated $1.55M sold.

Congress Asset Management first reported a position in WMS in Q1 2020 and held it in 12 quarters. The position peaked at $11.1M in Q1 2022. 351 funds tracked by Wall St. Rank hold WMS as of Q1 2023.

  • Congress Asset Management reported no remaining Advanced Drainage Systems position as of Q1 2023 after selling out during the quarter.
  • Congress Asset Management sold 18,864 Advanced Drainage Systems shares in Q1 2023, an estimated $1.55M.
  • Congress Asset Management first reported a position in Advanced Drainage Systems in Q1 2020 and held it in 12 quarters.
  • Congress Asset Management's Advanced Drainage Systems position peaked at $11.1M in Q1 2022.
  • 351 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q1 2023.

Based on Congress Asset Management's 13F filing for Q1 2023, filed 21 Apr 2023.