Neo Ivy Capital Management’s Advanced Drainage Systems WMS Stock Holding History

Neo Ivy Capital Management’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 Q4	–	Sell	-54	Closed	-$8K	–	417
2024 Q3	$8K	Buy	+54	New	+$8.43K	﹤0.01%	258
2023 Q4	–	Sell	-5,504	Closed	-$627K	–	468
2023 Q3	$627K	Buy	+5,504	New	+$672K	0.28%	128
2022 Q4	$589K	Buy	7,188 +6,969	+3,182%	+$706K	0.4%	103
2022 Q3	$27K	Sell	219 -148	-40%	-$18.4K	0.07%	277
2022 Q2	$33K	Buy	+367	New	+$37.7K	0.09%	273
2020 Q2	–	Sell	-10,766	Closed	-$317K	–	626
2020 Q1	$317K	Buy	+10,766	New	+$435K	0.52%	53

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Neo Ivy Capital Management's WMS Position: Q4 2024 in Review

Neo Ivy Capital Management sold out of Advanced Drainage Systems (WMS) in Q4 2024, closing a stake of 54 shares — an estimated $8K sold.

Neo Ivy Capital Management first reported a position in WMS in Q1 2020 and held it in 6 quarters. The position peaked at $627K in Q3 2023. 464 funds tracked by Wall St. Rank hold WMS as of Q4 2024.

Neo Ivy Capital Management reported no remaining Advanced Drainage Systems position as of Q4 2024 after selling out during the quarter.
Neo Ivy Capital Management sold 54 Advanced Drainage Systems shares in Q4 2024, an estimated $8K.
Neo Ivy Capital Management first reported a position in Advanced Drainage Systems in Q1 2020 and held it in 6 quarters.
Neo Ivy Capital Management's Advanced Drainage Systems position peaked at $627K in Q3 2023.
464 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q4 2024.

Based on Neo Ivy Capital Management's 13F filing for Q4 2024, filed 18 Feb 2025.