Green Alpha Advisors’s Advanced Drainage Systems WMS Stock Holding History

Green Alpha 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	-2,077	Closed	-$236K	–	161
2023 Q3	$236K	Sell	2,077 -2,060	-50%	-$252K	0.18%	137
2023 Q2	$471K	Sell	4,137 -139	-3%	-$13.1K	0.31%	110
2023 Q1	$360K	Buy	+4,276	New	+$376K	0.25%	119
2022 Q4	–	Sell	-5,510	Closed	-$685K	–	147
2022 Q3	$685K	Sell	5,510 -17	-0.3%	-$2.12K	0.58%	79
2022 Q2	$498K	Sell	5,527 -612	-10%	-$62.9K	0.11%	128
2022 Q1	$729K	Buy	6,139 +340	+6%	+$40.3K	0.49%	84
2021 Q4	$789K	Buy	5,799 +70	+1%	+$8.61K	0.53%	86
2021 Q3	$620K	Buy	5,729 +312	+6%	+$35.9K	0.43%	110
2021 Q2	$631K	Buy	+5,417	New	+$601K	0.43%	107

Other funds holding WMS

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Green Alpha Advisors's WMS Position: Q4 2023 in Review

Green Alpha Advisors sold out of Advanced Drainage Systems (WMS) in Q4 2023, closing a stake of 2,077 shares — an estimated $236K sold.

Green Alpha Advisors first reported a position in WMS in Q2 2021 and held it in 9 quarters. The position peaked at $789K in Q4 2021. 426 funds tracked by Wall St. Rank hold WMS as of Q4 2023.

Green Alpha Advisors reported no remaining Advanced Drainage Systems position as of Q4 2023 after selling out during the quarter.
Green Alpha Advisors sold 2,077 Advanced Drainage Systems shares in Q4 2023, an estimated $236K.
Green Alpha Advisors first reported a position in Advanced Drainage Systems in Q2 2021 and held it in 9 quarters.
Green Alpha Advisors's Advanced Drainage Systems position peaked at $789K in Q4 2021.
426 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q4 2023.

Based on Green Alpha Advisors's 13F filing for Q4 2023, filed 5 Jan 2024.