NewEdge Advisors’s Advanced Drainage Systems WMS Stock Holding History

NewEdge 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
2024 Q4	–	Sell	-6	Closed	-$946	–	4036
2024 Q3	$946	Sell	6 -3	-33%	-$468	﹤0.01%	3522
2024 Q2	$1.45K	Sell	9 -2,143	-100%	-$358K	﹤0.01%	3390
2024 Q1	$371K	Sell	2,152 -289	-12%	-$43.5K	﹤0.01%	1520
2023 Q4	$321K	Sell	2,441 -446	-15%	-$53.8K	﹤0.01%	1518
2023 Q3	$329K	Buy	2,887 +2,744	+1,919%	+$335K	﹤0.01%	1380
2023 Q2	$16.3K	Buy	143 +3	+2%	+$283	﹤0.01%	2439
2023 Q1	$11.8K	Sell	140 -68	-33%	-$5.98K	﹤0.01%	2515
2022 Q4	$17	Buy	+208	New	+$21.1K	﹤0.01%	3630

Other funds holding WMS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Pictet Asset Management

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Impax Asset Management Group

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return