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Operose Advisors’s Advanced Drainage Systems WMS Stock Holding History

Operose 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
2023
Q4 		– Sell
-1,051
Closed -$120K – 741
2023
Q3 		$120K Buy
+1,051
New +$128K 0.05% 186

Other funds holding WMS

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Invesco
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

Operose Advisors's WMS Position: Q4 2023 in Review

Operose Advisors sold out of Advanced Drainage Systems (WMS) in Q4 2023, closing a stake of 1,051 shares — an estimated $120K sold.

Operose Advisors first reported a position in WMS in Q3 2023 and held it in 1 quarter. The position peaked at $120K in Q3 2023. 425 funds tracked by Wall St. Rank hold WMS as of Q4 2023.

  • Operose Advisors reported no remaining Advanced Drainage Systems position as of Q4 2023 after selling out during the quarter.
  • Operose Advisors sold 1,051 Advanced Drainage Systems shares in Q4 2023, an estimated $120K.
  • Operose Advisors first reported a position in Advanced Drainage Systems in Q3 2023 and held it in 1 quarter.
  • Operose Advisors's Advanced Drainage Systems position peaked at $120K in Q3 2023.
  • 425 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q4 2023.

Based on Operose Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.