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Disciplined Investments’s Advanced Drainage Systems WMS Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-12
Closed -$1.36K – 1560
2023
Q2 		$1.36K Hold
12
– – ﹤0.01% 826
2023
Q1 		$1.01K Buy
12
+4
+50% +$352 ﹤0.01% 949
2022
Q4 		$656 Sell
8
-7
-47% -$709 ﹤0.01% 1077
2022
Q3 		$2K Buy
15
+2
+15% +$249 ﹤0.01% 743
2022
Q2 		$1K Buy
13
+2
+18% +$206 ﹤0.01% 1169
2022
Q1 		$1K Buy
+11
New +$1.3K ﹤0.01% 1239

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Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

Disciplined Investments's WMS Position: Q3 2023 in Review

Disciplined Investments sold out of Advanced Drainage Systems (WMS) in Q3 2023, closing a stake of 12 shares — an estimated $1.36K sold.

Disciplined Investments first reported a position in WMS in Q1 2022 and held it in 6 quarters. The position peaked at $2K in Q3 2022. 413 funds tracked by Wall St. Rank hold WMS as of Q3 2023.

  • Disciplined Investments reported no remaining Advanced Drainage Systems position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 12 Advanced Drainage Systems shares in Q3 2023, an estimated $1.36K.
  • Disciplined Investments first reported a position in Advanced Drainage Systems in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Advanced Drainage Systems position peaked at $2K in Q3 2022.
  • 413 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.