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Jefferies Financial Group’s Advanced Drainage Systems WMS Stock Holding History

Jefferies Financial Group’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
2025
Q1 		– Sell
-1,827
Closed -$211K – 2047
2024
Q4 		$211K Sell
1,827
-1,373
-43% -$191K ﹤0.01% 1371
2024
Q3 		$503K Sell
3,200
-10,122
-76% -$1.58M ﹤0.01% 977
2024
Q2 		$2.14M Buy
+13,322
New +$2.23M 0.02% 528
2024
Q1 		– Sell
-9,752
Closed -$1.37M – 2078
2023
Q4 		$1.37M Buy
+9,752
New +$1.18M 0.01% 844
2023
Q2 		– Sell
-5,061
Closed -$426K – 2046
2023
Q1 		$426K Buy
+5,061
New +$445K ﹤0.01% 1134

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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jefferies Financial Group's WMS Position: Q1 2025 in Review

Jefferies Financial Group sold out of Advanced Drainage Systems (WMS) in Q1 2025, closing a stake of 1,827 shares — an estimated $211K sold.

Jefferies Financial Group first reported a position in WMS in Q1 2023 and held it in 5 quarters. The position peaked at $2.14M in Q2 2024. 462 funds tracked by Wall St. Rank hold WMS as of Q1 2025.

  • Jefferies Financial Group reported no remaining Advanced Drainage Systems position as of Q1 2025 after selling out during the quarter.
  • Jefferies Financial Group sold 1,827 Advanced Drainage Systems shares in Q1 2025, an estimated $211K.
  • Jefferies Financial Group first reported a position in Advanced Drainage Systems in Q1 2023 and held it in 5 quarters.
  • Jefferies Financial Group's Advanced Drainage Systems position peaked at $2.14M in Q2 2024.
  • 462 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q1 2025.

Based on Jefferies Financial Group's 13F filing for Q1 2025, filed 8 May 2025.