Gladstone Institutional Advisory’s Advanced Drainage Systems WMS Stock Holding History

Gladstone Institutional Advisory’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 Q2	–	Sell	-2,863	Closed	-$241K	–	719
2023 Q1	$241K	Buy	2,863 +23	+0.8%	+$2.02K	0.02%	576
2022 Q4	$233K	Buy	2,840 +238	+9%	+$24.1K	0.02%	565
2022 Q3	$324K	Buy	2,602 +37	+1%	+$4.61K	0.03%	479
2022 Q2	$231K	Buy	+2,565	New	+$264K	0.02%	572
2022 Q1	–	Sell	-1,501	Closed	-$204K	–	759
2021 Q4	$204K	Buy	+1,501	New	+$185K	0.02%	564

Other funds holding WMS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return

Gladstone Institutional Advisory's WMS Position: Q2 2023 in Review

Gladstone Institutional Advisory sold out of Advanced Drainage Systems (WMS) in Q2 2023, closing a stake of 2,863 shares — an estimated $241K sold.

Gladstone Institutional Advisory first reported a position in WMS in Q4 2021 and held it in 5 quarters. The position peaked at $324K in Q3 2022. 381 funds tracked by Wall St. Rank hold WMS as of Q2 2023.

Gladstone Institutional Advisory reported no remaining Advanced Drainage Systems position as of Q2 2023 after selling out during the quarter.
Gladstone Institutional Advisory sold 2,863 Advanced Drainage Systems shares in Q2 2023, an estimated $241K.
Gladstone Institutional Advisory first reported a position in Advanced Drainage Systems in Q4 2021 and held it in 5 quarters.
Gladstone Institutional Advisory's Advanced Drainage Systems position peaked at $324K in Q3 2022.
381 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q2 2023.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2023, filed 10 Aug 2023.