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Financial Advocates Investment Management’s Advanced Drainage Systems WMS Stock Holding History

Financial Advocates Investment Management’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
2025
Q3 		– Sell
-3,112
Closed -$357K – 601
2025
Q2 		$357K Sell
3,112
-230
-7% -$25.8K 0.03% 455
2025
Q1 		$363K Buy
3,342
+125
+4% +$14.6K 0.03% 510
2024
Q4 		$372K Buy
3,217
+703
+28% +$97.6K 0.02% 544
2024
Q3 		$395K Buy
2,514
+171
+7% +$26.7K 0.02% 531
2024
Q2 		$376K Buy
2,343
+428
+22% +$71.5K 0.02% 515
2024
Q1 		$330K Buy
1,915
+2
+0.1% +$301 0.02% 559
2023
Q4 		$269K Buy
+1,913
New +$231K 0.02% 591

Other funds holding WMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return

Financial Advocates Investment Management's WMS Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Advanced Drainage Systems (WMS) in Q3 2025, closing a stake of 3,112 shares — an estimated $357K sold.

Financial Advocates Investment Management first reported a position in WMS in Q4 2023 and held it in 7 quarters. The position peaked at $395K in Q3 2024. 500 funds tracked by Wall St. Rank hold WMS as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Advanced Drainage Systems position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 3,112 Advanced Drainage Systems shares in Q3 2025, an estimated $357K.
  • Financial Advocates Investment Management first reported a position in Advanced Drainage Systems in Q4 2023 and held it in 7 quarters.
  • Financial Advocates Investment Management's Advanced Drainage Systems position peaked at $395K in Q3 2024.
  • 500 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.