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Kula Investments’s Advanced Drainage Systems WMS Stock Holding History

Kula Investments’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
Q1 		$586K Sell
6,961
-801
-10% -$70.5K 0.14% 262
2022
Q4 		$636K Buy
+7,762
New +$787K 0.19% 148

Other funds holding WMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Kula Investments's WMS Position: Q1 2023 in Review

Kula Investments reduced its Advanced Drainage Systems (WMS) stake by 10% in Q1 2023, selling an estimated $70.5K and leaving 6,961 shares worth $586K. The position accounts for 0.14% of the portfolio, ranked #262.

Kula Investments first reported a position in WMS in Q4 2022 and has held it in 2 quarters since. The position peaked at $636K in Q4 2022. 350 funds tracked by Wall St. Rank hold WMS as of Q1 2023.

  • Kula Investments held 6,961 shares of Advanced Drainage Systems worth $586K as of Q1 2023.
  • Kula Investments sold 801 Advanced Drainage Systems shares in Q1 2023, an estimated $70.5K.
  • Advanced Drainage Systems made up 0.14% of Kula Investments's portfolio in Q1 2023, its #262 holding.
  • Kula Investments first reported a position in Advanced Drainage Systems in Q4 2022 and has held it in 2 quarters since.
  • Kula Investments's Advanced Drainage Systems position peaked at $636K in Q4 2022.
  • 350 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.