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Jacobi Capital Management’s Advanced Drainage Systems WMS Stock Holding History

Jacobi Capital Management’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
2021
Q4 		– Sell
-97
Closed -$10K – 1336
2021
Q3 		$10K Buy
+97
New +$11.2K ﹤0.01% 1065

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BlackRock
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Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jacobi Capital Management's WMS Position: Q4 2021 in Review

Jacobi Capital Management sold out of Advanced Drainage Systems (WMS) in Q4 2021, closing a stake of 97 shares — an estimated $10K sold.

Jacobi Capital Management first reported a position in WMS in Q3 2021 and held it in 1 quarter. The position peaked at $10K in Q3 2021. 312 funds tracked by Wall St. Rank hold WMS as of Q4 2021.

  • Jacobi Capital Management reported no remaining Advanced Drainage Systems position as of Q4 2021 after selling out during the quarter.
  • Jacobi Capital Management sold 97 Advanced Drainage Systems shares in Q4 2021, an estimated $10K.
  • Jacobi Capital Management first reported a position in Advanced Drainage Systems in Q3 2021 and held it in 1 quarter.
  • Jacobi Capital Management's Advanced Drainage Systems position peaked at $10K in Q3 2021.
  • 312 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q4 2021.

Based on Jacobi Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.