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

Motive 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
Q3 		– Sell
-3,823
Closed -$344K – 89
2022
Q2 		$344K Sell
3,823
-763
-17% -$78.5K 0.27% 55
2022
Q1 		$545K Sell
4,586
-278
-6% -$33K 0.37% 52
2021
Q4 		$662K Sell
4,864
-1,103
-18% -$136K 0.4% 50
2021
Q3 		$645K Sell
5,967
-53
-0.9% -$6.1K 0.44% 50
2021
Q2 		$702K Buy
+6,020
New +$668K 0.5% 46

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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BP
Berkshire Partners Boston, Massachusetts $4.96M AUM 59.38% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Stockbridge Partners
Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return

Motive Wealth Advisors's WMS Position: Q3 2022 in Review

Motive Wealth Advisors sold out of Advanced Drainage Systems (WMS) in Q3 2022, closing a stake of 3,823 shares — an estimated $344K sold.

Motive Wealth Advisors first reported a position in WMS in Q2 2021 and held it in 5 quarters. The position peaked at $702K in Q2 2021. 383 funds tracked by Wall St. Rank hold WMS as of Q3 2022.

  • Motive Wealth Advisors reported no remaining Advanced Drainage Systems position as of Q3 2022 after selling out during the quarter.
  • Motive Wealth Advisors sold 3,823 Advanced Drainage Systems shares in Q3 2022, an estimated $344K.
  • Motive Wealth Advisors first reported a position in Advanced Drainage Systems in Q2 2021 and held it in 5 quarters.
  • Motive Wealth Advisors's Advanced Drainage Systems position peaked at $702K in Q2 2021.
  • 383 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q3 2022.

Based on Motive Wealth Advisors's 13F filing for Q3 2022, filed 21 Oct 2022.