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	–	1040
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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Impax Asset Management Group

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

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Canada Pension Plan Investment Board

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Berkshire Partners Boston, Massachusetts $5.53M AUM 55.51% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return