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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
2023
Q1 		– Sell
-5,211
Closed -$427K – 732
2022
Q4 		$427K Buy
+5,211
New +$528K 0.03% 369

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

Empowered Funds's WMS Position: Q3 2024 in Review

Empowered Funds sold out of Advanced Drainage Systems (WMS) in Q3 2024, closing a stake of 8,335 shares — an estimated $1.34M sold.

Empowered Funds first reported a position in WMS in Q2 2021 and held it in 8 quarters. The position peaked at $1.82M in Q2 2021. 487 funds tracked by Wall St. Rank hold WMS as of Q3 2024.

  • Empowered Funds reported no remaining Advanced Drainage Systems position as of Q3 2024 after selling out during the quarter.
  • Empowered Funds sold 8,335 Advanced Drainage Systems shares in Q3 2024, an estimated $1.34M.
  • Empowered Funds first reported a position in Advanced Drainage Systems in Q2 2021 and held it in 8 quarters.
  • Empowered Funds's Advanced Drainage Systems position peaked at $1.82M in Q2 2021.
  • 487 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q3 2024.

Based on Empowered Funds's 13F filing for Q3 2024, filed 6 Nov 2024.