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Keystone Financial Group (Kentucky)’s Advanced Drainage Systems WMS Stock Holding History

Keystone Financial Group (Kentucky)’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
Q3 		– Sell
-2,002
Closed -$228K – 318
2023
Q2 		$228K Buy
+2,002
New +$189K 0.04% 257
2022
Q4 		– Sell
-1,964
Closed -$244K – 296
2022
Q3 		$244K Sell
1,964
-4,915
-71% -$612K 0.05% 232
2022
Q2 		$620K Buy
+6,879
New +$707K 0.12% 134

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Keystone Financial Group (Kentucky)'s WMS Position: Q3 2023 in Review

Keystone Financial Group (Kentucky) sold out of Advanced Drainage Systems (WMS) in Q3 2023, closing a stake of 2,002 shares — an estimated $228K sold.

Keystone Financial Group (Kentucky) first reported a position in WMS in Q2 2022 and held it in 3 quarters. The position peaked at $620K in Q2 2022. 413 funds tracked by Wall St. Rank hold WMS as of Q3 2023.

  • Keystone Financial Group (Kentucky) reported no remaining Advanced Drainage Systems position as of Q3 2023 after selling out during the quarter.
  • Keystone Financial Group (Kentucky) sold 2,002 Advanced Drainage Systems shares in Q3 2023, an estimated $228K.
  • Keystone Financial Group (Kentucky) first reported a position in Advanced Drainage Systems in Q2 2022 and held it in 3 quarters.
  • Keystone Financial Group (Kentucky)'s Advanced Drainage Systems position peaked at $620K in Q2 2022.
  • 413 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q3 2023.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q3 2023, filed 6 Nov 2023.