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Knollwood Investment Advisory’s Advanced Drainage Systems WMS Stock Holding History

Knollwood Investment Advisory’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
2024
Q4 		– Sell
-1,300
Closed -$204K – 368
2024
Q3 		$204K Hold
1,300
– – 0.02% 354
2024
Q2 		$209K Buy
+1,300
New +$217K 0.02% 346

Other funds holding WMS

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Knollwood Investment Advisory's WMS Position: Q4 2024 in Review

Knollwood Investment Advisory sold out of Advanced Drainage Systems (WMS) in Q4 2024, closing a stake of 1,300 shares — an estimated $204K sold.

Knollwood Investment Advisory first reported a position in WMS in Q2 2024 and held it in 2 quarters. The position peaked at $209K in Q2 2024. 464 funds tracked by Wall St. Rank hold WMS as of Q4 2024.

  • Knollwood Investment Advisory reported no remaining Advanced Drainage Systems position as of Q4 2024 after selling out during the quarter.
  • Knollwood Investment Advisory sold 1,300 Advanced Drainage Systems shares in Q4 2024, an estimated $204K.
  • Knollwood Investment Advisory first reported a position in Advanced Drainage Systems in Q2 2024 and held it in 2 quarters.
  • Knollwood Investment Advisory's Advanced Drainage Systems position peaked at $209K in Q2 2024.
  • 464 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q4 2024.

Based on Knollwood Investment Advisory's 13F filing for Q4 2024, filed 14 Feb 2025.