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Impact Partnership Wealth’s Advanced Drainage Systems WMS Stock Holding History

Impact Partnership Wealth’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
Q3 		– Sell
-1,570
Closed -$252K – 289
2024
Q2 		$252K Buy
1,570
+699
+80% +$117K 0.07% 179
2024
Q1 		$150K Sell
871
-15
-2% -$2.26K 0.06% 214
2023
Q4 		$125K Sell
886
-399
-31% -$48.1K 0.05% 222
2023
Q3 		$146K Buy
+1,285
New +$157K 0.05% 231

Other funds holding WMS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Impact Partnership Wealth's WMS Position: Q3 2024 in Review

Impact Partnership Wealth sold out of Advanced Drainage Systems (WMS) in Q3 2024, closing a stake of 1,570 shares — an estimated $252K sold.

Impact Partnership Wealth first reported a position in WMS in Q3 2023 and held it in 4 quarters. The position peaked at $252K in Q2 2024. 487 funds tracked by Wall St. Rank hold WMS as of Q3 2024.

  • Impact Partnership Wealth reported no remaining Advanced Drainage Systems position as of Q3 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 1,570 Advanced Drainage Systems shares in Q3 2024, an estimated $252K.
  • Impact Partnership Wealth first reported a position in Advanced Drainage Systems in Q3 2023 and held it in 4 quarters.
  • Impact Partnership Wealth's Advanced Drainage Systems position peaked at $252K in Q2 2024.
  • 487 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q3 2024.

Based on Impact Partnership Wealth's 13F filing for Q3 2024, filed 22 Oct 2024.