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Lenox Wealth Advisors’s Advanced Drainage Systems WMS Stock Holding History

Lenox Wealth Advisors’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
2022
Q1 		– Sell
-10
Closed -$1K – 1013
2021
Q4 		$1K Buy
+10
New +$1.23K ﹤0.01% 929

Other funds holding WMS

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BP
Berkshire Partners Boston, Massachusetts $4.96M AUM 59.38% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Lenox Wealth Advisors's WMS Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of Advanced Drainage Systems (WMS) in Q1 2022, closing a stake of 10 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in WMS in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 316 funds tracked by Wall St. Rank hold WMS as of Q1 2022.

  • Lenox Wealth Advisors reported no remaining Advanced Drainage Systems position as of Q1 2022 after selling out during the quarter.
  • Lenox Wealth Advisors sold 10 Advanced Drainage Systems shares in Q1 2022, an estimated $1K.
  • Lenox Wealth Advisors first reported a position in Advanced Drainage Systems in Q4 2021 and held it in 1 quarter.
  • Lenox Wealth Advisors's Advanced Drainage Systems position peaked at $1K in Q4 2021.
  • 316 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.