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Lee Financial’s Advanced Drainage Systems WMS Stock Holding History

Lee Financial’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 		– Sell
-2
Closed -$164 – 967
2022
Q4 		$164 Hold
2
– – ﹤0.01% 897
2022
Q3 		$0 Hold
2
– – ﹤0.01% 1038
2022
Q2 		$0 Buy
+2
New +$206 ﹤0.01% 1018
2022
Q1 		– Sell
-71
Closed -$10K – 974
2021
Q4 		$10K Buy
+71
New +$8.73K ﹤0.01% 507

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Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $59.5B AUM 35.96% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Lee Financial's WMS Position: Q1 2023 in Review

Lee Financial sold out of Advanced Drainage Systems (WMS) in Q1 2023, closing a stake of 2 shares — an estimated $164 sold.

Lee Financial first reported a position in WMS in Q4 2021 and held it in 4 quarters. The position peaked at $10K in Q4 2021. 351 funds tracked by Wall St. Rank hold WMS as of Q1 2023.

  • Lee Financial reported no remaining Advanced Drainage Systems position as of Q1 2023 after selling out during the quarter.
  • Lee Financial sold 2 Advanced Drainage Systems shares in Q1 2023, an estimated $164.
  • Lee Financial first reported a position in Advanced Drainage Systems in Q4 2021 and held it in 4 quarters.
  • Lee Financial's Advanced Drainage Systems position peaked at $10K in Q4 2021.
  • 351 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q1 2023.

Based on Lee Financial's 13F filing for Q1 2023, filed 15 May 2023.