Level Four Advisory Services’s Advanced Drainage Systems WMS Stock Holding History

Level Four Advisory Services’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 Q2	–	Sell	-3,325	Closed	-$468K	–	907
2024 Q1	$468K	Buy	3,325 +82	+3%	+$12.3K	0.03%	499
2023 Q4	$456K	Buy	+3,243	New	+$391K	0.03%	500
2022 Q4	–	Sell	-5,892	Closed	-$733K	–	716
2022 Q3	$733K	Sell	5,892 -998	-14%	-$124K	0.07%	248
2022 Q2	$621K	Buy	6,890 +37	+0.5%	+$3.8K	0.06%	296
2022 Q1	$814K	Buy	6,853 +3,118	+83%	+$370K	0.06%	284
2021 Q4	$508K	Sell	3,735 -1,473	-28%	-$181K	0.04%	379
2021 Q3	$563K	Buy	5,208 +399	+8%	+$45.9K	0.06%	271
2021 Q2	$561K	Buy	4,809 +482	+11%	+$53.5K	0.04%	373
2021 Q1	$447K	Buy	+4,327	New	+$423K	0.03%	406

Other funds holding WMS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Level Four Advisory Services's WMS Position: Q2 2024 in Review

Level Four Advisory Services sold out of Advanced Drainage Systems (WMS) in Q2 2024, closing a stake of 3,325 shares — an estimated $468K sold.

Level Four Advisory Services first reported a position in WMS in Q1 2021 and held it in 9 quarters. The position peaked at $814K in Q1 2022. 500 funds tracked by Wall St. Rank hold WMS as of Q2 2024.

Level Four Advisory Services reported no remaining Advanced Drainage Systems position as of Q2 2024 after selling out during the quarter.
Level Four Advisory Services sold 3,325 Advanced Drainage Systems shares in Q2 2024, an estimated $468K.
Level Four Advisory Services first reported a position in Advanced Drainage Systems in Q1 2021 and held it in 9 quarters.
Level Four Advisory Services's Advanced Drainage Systems position peaked at $814K in Q1 2022.
500 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q2 2024.

Based on Level Four Advisory Services's 13F filing for Q2 2024, filed 9 Aug 2024.