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Glassman Wealth Services’s Advanced Drainage Systems WMS Stock Holding History

Glassman Wealth Services’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
Q1 		– Sell
-30
Closed -$4.22K – 1830
2023
Q4 		$4.22K Buy
30
+3
+11% +$362 ﹤0.01% 1126
2023
Q3 		$3.07K Hold
27
– – ﹤0.01% 1210
2023
Q2 		$3.07K Sell
27
-18
-40% -$1.7K ﹤0.01% 1132
2023
Q1 		$3.79K Buy
45
+3
+7% +$264 ﹤0.01% 1082
2022
Q4 		$3.44K Buy
42
+14
+50% +$1.42K ﹤0.01% 1128
2022
Q3 		$3K Sell
28
-9
-24% -$1.12K ﹤0.01% 1163
2022
Q2 		$3K Buy
37
+16
+76% +$1.65K ﹤0.01% 1173
2022
Q1 		$2K Buy
21
+14
+200% +$1.66K ﹤0.01% 1284
2021
Q4 		$1K Buy
7
+3
+75% +$369 ﹤0.01% 1540
2021
Q3 		$0 Hold
4
– – ﹤0.01% 1840
2021
Q2 		$0 Hold
4
– – ﹤0.01% 1680
2021
Q1 		$0 Buy
4
+1
+33% +$98 ﹤0.01% 1659
2020
Q4 		$0 Hold
3
– – ﹤0.01% 1540
2020
Q3 		$0 Hold
3
– – ﹤0.01% 1514
2020
Q2 		$0 Sell
3
-3
-50% -$123 ﹤0.01% 1573
2020
Q1 		$0 Sell
6
-24
-80% -$969 ﹤0.01% 1611
2019
Q4 		$1K Buy
+30
New +$1.11K ﹤0.01% 1075

Other funds holding WMS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Glassman Wealth Services's WMS Position: Q1 2024 in Review

Glassman Wealth Services sold out of Advanced Drainage Systems (WMS) in Q1 2024, closing a stake of 30 shares — an estimated $4.22K sold.

Glassman Wealth Services first reported a position in WMS in Q4 2019 and held it in 17 quarters. The position peaked at $4.22K in Q4 2023. 494 funds tracked by Wall St. Rank hold WMS as of Q1 2024.

  • Glassman Wealth Services reported no remaining Advanced Drainage Systems position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 30 Advanced Drainage Systems shares in Q1 2024, an estimated $4.22K.
  • Glassman Wealth Services first reported a position in Advanced Drainage Systems in Q4 2019 and held it in 17 quarters.
  • Glassman Wealth Services's Advanced Drainage Systems position peaked at $4.22K in Q4 2023.
  • 494 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.