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Patriot Financial Group Insurance Agency’s Advanced Drainage Systems WMS Stock Holding History

Patriot Financial Group Insurance Agency’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
-654
Closed -$59K – 1948
2022
Q2 		$59K Sell
654
-250
-28% -$25.7K 0.01% 680
2022
Q1 		$107K Sell
904
-475
-34% -$56.4K 0.02% 569
2021
Q4 		$188K Buy
+1,379
New +$170K 0.03% 462

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Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BP
Berkshire Partners Boston, Massachusetts $5.53M AUM 55.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return

Patriot Financial Group Insurance Agency's WMS Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Advanced Drainage Systems (WMS) in Q3 2022, closing a stake of 654 shares — an estimated $59K sold.

Patriot Financial Group Insurance Agency first reported a position in WMS in Q4 2021 and held it in 3 quarters. The position peaked at $188K in Q4 2021. 383 funds tracked by Wall St. Rank hold WMS as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Advanced Drainage Systems position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 654 Advanced Drainage Systems shares in Q3 2022, an estimated $59K.
  • Patriot Financial Group Insurance Agency first reported a position in Advanced Drainage Systems in Q4 2021 and held it in 3 quarters.
  • Patriot Financial Group Insurance Agency's Advanced Drainage Systems position peaked at $188K in Q4 2021.
  • 383 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.