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PFS Investments’s Advanced Drainage Systems WMS Stock Holding History

PFS Investments’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
Q1 		– Sell
-23,214
Closed -$1.9M – 530
2022
Q4 		$1.9M Buy
23,214
+3,227
+16% +$327K 0.04% 298
2022
Q3 		$2.49K Buy
19,987
+1,484
+8% +$185K 0.05% 256
2022
Q2 		$1.67M Buy
18,503
+2,275
+14% +$234K 0.03% 290
2022
Q1 		$1.93M Buy
16,228
+1,978
+14% +$235K 0.04% 284
2021
Q4 		$1.94M Buy
14,250
+2,399
+20% +$295K 0.04% 282
2021
Q3 		$1.55M Buy
11,851
+7,382
+165% +$849K 0.03% 291
2021
Q2 		$518K Buy
+4,469
New +$496K 0.01% 349

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BlackRock
BlackRock New York $5.7T 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return