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Next Financial Group’s Advanced Drainage Systems WMS Stock Holding History

Next Financial Group’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
2021
Q4 		– Sell
-755
Closed -$82K – 2995
2021
Q3 		$82K Buy
+755
New +$86.9K 0.01% 1206

Other funds holding WMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BP
Berkshire Partners Boston, Massachusetts $5.53M AUM 55.51% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Next Financial Group's WMS Position: Q4 2021 in Review

Next Financial Group sold out of Advanced Drainage Systems (WMS) in Q4 2021, closing a stake of 755 shares — an estimated $82K sold.

Next Financial Group first reported a position in WMS in Q3 2021 and held it in 1 quarter. The position peaked at $82K in Q3 2021. 311 funds tracked by Wall St. Rank hold WMS as of Q4 2021.

  • Next Financial Group reported no remaining Advanced Drainage Systems position as of Q4 2021 after selling out during the quarter.
  • Next Financial Group sold 755 Advanced Drainage Systems shares in Q4 2021, an estimated $82K.
  • Next Financial Group first reported a position in Advanced Drainage Systems in Q3 2021 and held it in 1 quarter.
  • Next Financial Group's Advanced Drainage Systems position peaked at $82K in Q3 2021.
  • 311 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.