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

Congress Wealth 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
-5,087
Closed -$417K – 578
2022
Q4 		$417K Sell
5,087
-90
-2% -$9.12K 0.01% 428
2022
Q3 		$645K Buy
5,177
+102
+2% +$12.7K 0.02% 378
2022
Q2 		$456K Sell
5,075
-310
-6% -$31.9K 0.01% 423
2022
Q1 		$639K Buy
+5,385
New +$639K 0.01% 409

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

Congress Wealth Management sold out of Advanced Drainage Systems (WMS) in Q1 2023, closing a stake of 5,087 shares — an estimated $417K sold.

Congress Wealth Management first reported a position in WMS in Q1 2022 and held it in 4 quarters. The position peaked at $645K in Q3 2022. 351 funds tracked by Wall St. Rank hold WMS as of Q1 2023.

  • Congress Wealth Management reported no remaining Advanced Drainage Systems position as of Q1 2023 after selling out during the quarter.
  • Congress Wealth Management sold 5,087 Advanced Drainage Systems shares in Q1 2023, an estimated $417K.
  • Congress Wealth Management first reported a position in Advanced Drainage Systems in Q1 2022 and held it in 4 quarters.
  • Congress Wealth Management's Advanced Drainage Systems position peaked at $645K in Q3 2022.
  • 351 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q1 2023.

Based on Congress Wealth Management's 13F filing for Q1 2023, filed 14 Apr 2023.