Covestor’s Advanced Drainage Systems WMS Stock Holding History

Covestor’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
2026 Q1	$36K	Sell	261 -183	-41%	-$28.3K	0.02%	881
2025 Q4	$64K	Sell	444 -252	-36%	-$36.5K	0.03%	814
2025 Q3	$97K	Sell	696 -102	-13%	-$13.4K	0.05%	591
2025 Q2	$92K	Sell	798 -157	-16%	-$17.6K	0.05%	605
2025 Q1	$104K	Buy	955 +601	+170%	+$70.1K	0.07%	468
2024 Q4	$41K	Sell	354 -58	-14%	-$8.05K	0.03%	934
2024 Q3	$65K	Buy	412 +17	+4%	+$2.65K	0.04%	761
2024 Q2	$63K	Sell	395 -49	-11%	-$8.19K	0.04%	753
2024 Q1	$77K	Sell	444 -26	-6%	-$3.92K	0.05%	692
2023 Q4	$66K	Sell	470 -359	-43%	-$43.3K	0.05%	732
2023 Q3	$94K	Sell	829 -370	-31%	-$45.2K	0.07%	455
2023 Q2	$137K	Sell	1,199 -3	-0.2%	-$283	0.1%	276
2023 Q1	$101K	Buy	1,202 +528	+78%	+$46.4K	0.09%	369
2022 Q4	$55K	Buy	674 +124	+23%	+$12.6K	0.04%	694
2022 Q3	$68K	Buy	550 +292	+113%	+$36.3K	0.06%	572
2022 Q2	$23K	Sell	258 -248	-49%	-$25.5K	0.02%	955
2022 Q1	$60K	Sell	506 -20	-4%	-$2.37K	0.04%	742
2021 Q4	$72K	Buy	+526	New	+$64.7K	0.1%	327

Other funds holding WMS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Pictet Asset Management

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

Baillie Gifford & Co

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

First Trust Advisors

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

Impax Asset Management Group

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

American Century Companies

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