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GeoWealth Management’s Advanced Drainage Systems WMS Stock Holding History

GeoWealth 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
2024
Q4 		– Sell
-100
Closed -$15.7K – 1889
2024
Q3 		$15.7K Buy
+100
New +$15.6K ﹤0.01% 1326

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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

GeoWealth Management's WMS Position: Q4 2024 in Review

GeoWealth Management sold out of Advanced Drainage Systems (WMS) in Q4 2024, closing a stake of 100 shares — an estimated $15.7K sold.

GeoWealth Management first reported a position in WMS in Q3 2024 and held it in 1 quarter. The position peaked at $15.7K in Q3 2024. 463 funds tracked by Wall St. Rank hold WMS as of Q4 2024.

  • GeoWealth Management reported no remaining Advanced Drainage Systems position as of Q4 2024 after selling out during the quarter.
  • GeoWealth Management sold 100 Advanced Drainage Systems shares in Q4 2024, an estimated $15.7K.
  • GeoWealth Management first reported a position in Advanced Drainage Systems in Q3 2024 and held it in 1 quarter.
  • GeoWealth Management's Advanced Drainage Systems position peaked at $15.7K in Q3 2024.
  • 463 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q4 2024.

Based on GeoWealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.