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 $5.7T AUM 30.48% 1-Year Est. Return

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

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Impax Asset Management Group

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pictet Asset Management

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Thrivent Financial for Lutherans

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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