Integrated Advisors Network’s Advanced Drainage Systems WMS Stock Holding History

Integrated Advisors Network’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	-4,058	Closed	-$505K	–	691
2022 Q3	$505K	Sell	4,058 -79	-2%	-$9.83K	0.03%	392
2022 Q2	$373K	Buy	4,137 +50	+1%	+$5.14K	0.02%	481
2022 Q1	$486K	Buy	4,087 +347	+9%	+$41.2K	0.03%	446
2021 Q4	$509K	Sell	3,740 -127	-3%	-$15.6K	0.03%	413
2021 Q3	$418K	Hold	3,867	–	–	0.03%	441
2021 Q2	$451K	Hold	3,867	–	–	0.03%	375
2021 Q1	$400K	Buy	3,867 +1,000	+35%	+$97.7K	0.04%	374
2020 Q4	$240K	Buy	+2,867	New	+$203K	0.03%	441

Other funds holding WMS

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

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

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

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

Berkshire Partners Boston, Massachusetts $4.96M AUM 59.38% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return

Integrated Advisors Network's WMS Position: Q4 2022 in Review

Integrated Advisors Network sold out of Advanced Drainage Systems (WMS) in Q4 2022, closing a stake of 4,058 shares — an estimated $505K sold.

Integrated Advisors Network first reported a position in WMS in Q4 2020 and held it in 8 quarters. The position peaked at $509K in Q4 2021. 366 funds tracked by Wall St. Rank hold WMS as of Q4 2022.

Integrated Advisors Network reported no remaining Advanced Drainage Systems position as of Q4 2022 after selling out during the quarter.
Integrated Advisors Network sold 4,058 Advanced Drainage Systems shares in Q4 2022, an estimated $505K.
Integrated Advisors Network first reported a position in Advanced Drainage Systems in Q4 2020 and held it in 8 quarters.
Integrated Advisors Network's Advanced Drainage Systems position peaked at $509K in Q4 2021.
366 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q4 2022.

Based on Integrated Advisors Network's 13F filing for Q4 2022, filed 27 Jan 2023.