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Kapitalo Investimentos’s Advanced Drainage Systems WMS Stock Holding History

Kapitalo Investimentos’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
2023
Q4 		– Sell
-966
Closed -$110K – 728
2023
Q3 		$110K Buy
+966
New +$118K 0.01% 389

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Morgan Stanley
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State Street
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Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Thrivent Financial for Lutherans
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Invesco
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Kapitalo Investimentos's WMS Position: Q4 2023 in Review

Kapitalo Investimentos sold out of Advanced Drainage Systems (WMS) in Q4 2023, closing a stake of 966 shares — an estimated $110K sold.

Kapitalo Investimentos first reported a position in WMS in Q3 2023 and held it in 1 quarter. The position peaked at $110K in Q3 2023. 425 funds tracked by Wall St. Rank hold WMS as of Q4 2023.

  • Kapitalo Investimentos reported no remaining Advanced Drainage Systems position as of Q4 2023 after selling out during the quarter.
  • Kapitalo Investimentos sold 966 Advanced Drainage Systems shares in Q4 2023, an estimated $110K.
  • Kapitalo Investimentos first reported a position in Advanced Drainage Systems in Q3 2023 and held it in 1 quarter.
  • Kapitalo Investimentos's Advanced Drainage Systems position peaked at $110K in Q3 2023.
  • 425 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q4 2023.

Based on Kapitalo Investimentos's 13F filing for Q4 2023, filed 29 Mar 2024.