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Ellevest Inc’s Advanced Drainage Systems WMS Stock Holding History

Ellevest Inc’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
-129
Closed -$10.6K – 2078
2022
Q4 		$10.6K Sell
129
-509
-80% -$51.6K ﹤0.01% 1011
2022
Q3 		$79K Sell
638
-227
-26% -$28.3K 0.01% 467
2022
Q2 		$78K Buy
+865
New +$88.9K 0.01% 468
2021
Q2 		– Sell
-234
Closed -$24K – 1432
2021
Q1 		$24K Buy
+234
New +$22.9K ﹤0.01% 626
2020
Q4 		– Sell
-286
Closed -$18K – 1375
2020
Q3 		$18K Buy
286
+236
+472% +$12.8K ﹤0.01% 547
2020
Q2 		$2K Buy
+50
New +$2.05K ﹤0.01% 922

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Impax Asset Management Group
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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 $3.37T AUM 44.26% 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

Ellevest Inc's WMS Position: Q1 2023 in Review

Ellevest Inc sold out of Advanced Drainage Systems (WMS) in Q1 2023, closing a stake of 129 shares — an estimated $10.6K sold.

Ellevest Inc first reported a position in WMS in Q2 2020 and held it in 6 quarters. The position peaked at $79K in Q3 2022. 351 funds tracked by Wall St. Rank hold WMS as of Q1 2023.

  • Ellevest Inc reported no remaining Advanced Drainage Systems position as of Q1 2023 after selling out during the quarter.
  • Ellevest Inc sold 129 Advanced Drainage Systems shares in Q1 2023, an estimated $10.6K.
  • Ellevest Inc first reported a position in Advanced Drainage Systems in Q2 2020 and held it in 6 quarters.
  • Ellevest Inc's Advanced Drainage Systems position peaked at $79K in Q3 2022.
  • 351 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q1 2023.

Based on Ellevest Inc's 13F filing for Q1 2023, filed 4 May 2023.