LFAS
WMS icon

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

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William Blair Investment Management
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Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return