GC
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Globeflex Capital’s Advanced Drainage Systems WMS Stock Holding History

Globeflex Capital’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
-800
Closed -$126K – 515
2024
Q3 		$126K Sell
800
-700
-47% -$109K 0.01% 358
2024
Q2 		$241K Buy
1,500
+700
+88% +$117K 0.03% 299
2024
Q1 		$138K Buy
800
+108
+16% +$16.3K 0.01% 359
2023
Q4 		$97.3K Hold
692
– – 0.01% 398
2023
Q3 		$78.8K Buy
+692
New +$84.5K 0.01% 402
2023
Q2 		– Sell
-3,085
Closed -$260K – 518
2023
Q1 		$260K Sell
3,085
-3,506
-53% -$308K 0.03% 323
2022
Q4 		$540K Buy
6,591
+1,121
+20% +$114K 0.07% 245
2022
Q3 		$680K Buy
+5,470
New +$681K 0.12% 219

Other funds holding WMS

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Vanguard Group
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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