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Lindbrook Capital’s Advanced Drainage Systems WMS Stock Holding History

Lindbrook Capital’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
2025
Q1 		$18K Buy
166
+111
+202% +$12.9K ﹤0.01% 1399
2024
Q4 		$6.36K Sell
55
-28
-34% -$3.89K ﹤0.01% 1875
2024
Q3 		$13K Buy
83
+38
+84% +$5.93K ﹤0.01% 1537
2024
Q2 		$7.22K Sell
45
-6
-12% -$1K ﹤0.01% 1817
2024
Q1 		$8.78K Buy
51
+9
+21% +$1.35K ﹤0.01% 1642
2023
Q4 		$5.91K Sell
42
-1
-2% -$121 ﹤0.01% 1798
2023
Q3 		$4.89K Buy
43
+6
+16% +$733 ﹤0.01% 1780
2023
Q2 		$4.21K Buy
37
+18
+95% +$1.7K ﹤0.01% 1887
2023
Q1 		$1.6K Sell
19
-16
-46% -$1.41K ﹤0.01% 2331
2022
Q4 		$2.87K Buy
35
+32
+1,067% +$3.24K ﹤0.01% 2073
2022
Q3 		$0 Buy
+3
New +$373 ﹤0.01% 2936
2022
Q2 		– Sell
-35
Closed -$4K – 2799
2022
Q1 		$4K Hold
35
– – ﹤0.01% 1757
2021
Q4 		$5K Hold
35
– – ﹤0.01% 1535
2021
Q3 		$4K Hold
35
– – ﹤0.01% 1357
2021
Q2 		$4K Hold
35
– – ﹤0.01% 1411
2021
Q1 		$4K Buy
+35
New +$3.42K ﹤0.01% 1366

Other funds holding WMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lindbrook Capital's WMS Position: Q1 2025 in Review

Lindbrook Capital increased its Advanced Drainage Systems (WMS) stake by 202% in Q1 2025, buying an estimated $12.9K and bringing the position to 166 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #1399.

Lindbrook Capital first reported a position in WMS in Q1 2021 and has held it in 16 quarters since. 462 funds tracked by Wall St. Rank hold WMS as of Q1 2025.

  • Lindbrook Capital held 166 shares of Advanced Drainage Systems worth $18K as of Q1 2025.
  • Lindbrook Capital bought 111 Advanced Drainage Systems shares in Q1 2025, an estimated $12.9K.
  • Advanced Drainage Systems made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1399 holding.
  • Lindbrook Capital first reported a position in Advanced Drainage Systems in Q1 2021 and has held it in 16 quarters since.
  • 462 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.