EF
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Empowered Funds’s Advanced Drainage Systems WMS Stock Holding History

Empowered Funds’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
2024
Q3 		– Sell
-8,335
Closed -$1.34M – 1458
2024
Q2 		$1.34M Buy
8,335
+639
+8% +$107K 0.02% 760
2024
Q1 		$1.33M Buy
7,696
+707
+10% +$106K 0.02% 754
2023
Q4 		$983K Buy
6,989
+1,243
+22% +$150K 0.02% 777
2023
Q3 		$654K Buy
5,746
+221
+4% +$27K 0.02% 819
2023
Q2 		$629K Buy
5,525
+218
+4% +$20.6K 0.02% 750
2023
Q1 		$447K Buy
+5,307
New +$467K 0.03% 412
2022
Q4 		– Sell
-4,694
Closed -$476K – 598
2022
Q3 		$584K Buy
+4,694
New +$584K 0.06% 241
2021
Q3 		– Sell
-15,643
Closed -$1.82M – 290
2021
Q2 		$1.82M Buy
+15,643
New +$1.74M 0.23% 117

Other funds holding WMS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return