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Glass Jacobson Investment Advisors’s Advanced Drainage Systems WMS Stock Holding History

Glass Jacobson Investment Advisors’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
Q4 		– Sell
-5
Closed -$570 – 833
2023
Q3 		$570 Hold
5
– – ﹤0.01% 737
2023
Q2 		$569 Buy
+5
New +$472 ﹤0.01% 746
2022
Q4 		$410 Buy
+5
New +$507 ﹤0.01% 802

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Glass Jacobson Investment Advisors's WMS Position: Q4 2023 in Review

Glass Jacobson Investment Advisors sold out of Advanced Drainage Systems (WMS) in Q4 2023, closing a stake of 5 shares — an estimated $570 sold.

Glass Jacobson Investment Advisors first reported a position in WMS in Q4 2022 and held it in 3 quarters. The position peaked at $570 in Q3 2023. 425 funds tracked by Wall St. Rank hold WMS as of Q4 2023.

  • Glass Jacobson Investment Advisors reported no remaining Advanced Drainage Systems position as of Q4 2023 after selling out during the quarter.
  • Glass Jacobson Investment Advisors sold 5 Advanced Drainage Systems shares in Q4 2023, an estimated $570.
  • Glass Jacobson Investment Advisors first reported a position in Advanced Drainage Systems in Q4 2022 and held it in 3 quarters.
  • Glass Jacobson Investment Advisors's Advanced Drainage Systems position peaked at $570 in Q3 2023.
  • 425 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q4 2023.

Based on Glass Jacobson Investment Advisors's 13F filing for Q4 2023, filed 22 Jan 2024.