Meritage Portfolio Management’s Advanced Drainage Systems WMS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
– Sell
-1,735
Closed -$236K – 389
2021
Q4
$236K Buy
+1,735
New +$213K 0.01% 298

Other funds holding WMS

Meritage Portfolio Management's WMS Position: Q1 2022 in Review

Meritage Portfolio Management sold out of Advanced Drainage Systems (WMS) in Q1 2022, closing a stake of 1,735 shares — an estimated $236K sold.

Meritage Portfolio Management first reported a position in WMS in Q4 2021 and held it in 1 quarter. The position peaked at $236K in Q4 2021. 316 funds tracked by Wall St. Rank hold WMS as of Q1 2022.

  • Meritage Portfolio Management reported no remaining Advanced Drainage Systems position as of Q1 2022 after selling out during the quarter.
  • Meritage Portfolio Management sold 1,735 Advanced Drainage Systems shares in Q1 2022, an estimated $236K.
  • Meritage Portfolio Management first reported a position in Advanced Drainage Systems in Q4 2021 and held it in 1 quarter.
  • Meritage Portfolio Management's Advanced Drainage Systems position peaked at $236K in Q4 2021.
  • 316 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q1 2022.

Based on Meritage Portfolio Management's 13F filing for Q1 2022, filed 25 Apr 2022.