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Howe & Rusling’s Advanced Drainage Systems WMS Stock Holding History

Howe & Rusling’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
2022
Q4 		– Sell
-19
Closed -$2K – 1054
2022
Q3 		$2K Buy
19
+3
+19% +$373 ﹤0.01% 923
2022
Q2 		$1K Sell
16
-4
-20% -$411 ﹤0.01% 1014
2022
Q1 		$2K Buy
20
+4
+25% +$475 ﹤0.01% 896
2021
Q4 		$2K Hold
16
– – ﹤0.01% 890
2021
Q3 		$2K Buy
+16
New +$1.84K ﹤0.01% 886
2017
Q2 		– Sell
-506
Closed -$11K – 1035
2017
Q1 		$11K Hold
506
– – ﹤0.01% 483
2016
Q4 		$10K Sell
506
-1
-0.2% -$21 ﹤0.01% 509
2016
Q3 		$12K Hold
507
– – ﹤0.01% 474
2016
Q2 		$14K Hold
507
– – ﹤0.01% 424
2016
Q1 		$11K Buy
+507
New +$10.4K ﹤0.01% 517

Other funds holding WMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BP
Berkshire Partners Boston, Massachusetts $4.96M AUM 59.38% 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
SP
Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return

Howe & Rusling's WMS Position: Q4 2022 in Review

Howe & Rusling sold out of Advanced Drainage Systems (WMS) in Q4 2022, closing a stake of 19 shares — an estimated $2K sold.

Howe & Rusling first reported a position in WMS in Q1 2016 and held it in 10 quarters. The position peaked at $14K in Q2 2016. 366 funds tracked by Wall St. Rank hold WMS as of Q4 2022.

  • Howe & Rusling reported no remaining Advanced Drainage Systems position as of Q4 2022 after selling out during the quarter.
  • Howe & Rusling sold 19 Advanced Drainage Systems shares in Q4 2022, an estimated $2K.
  • Howe & Rusling first reported a position in Advanced Drainage Systems in Q1 2016 and held it in 10 quarters.
  • Howe & Rusling's Advanced Drainage Systems position peaked at $14K in Q2 2016.
  • 366 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.