PI
WMS icon

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 		$2.49M 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

Other funds holding WMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $59.5B AUM 35.96% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

PFS Investments's WMS Position: Q1 2023 in Review

PFS Investments sold out of Advanced Drainage Systems (WMS) in Q1 2023, closing a stake of 23,214 shares — an estimated $1.9M sold.

PFS Investments first reported a position in WMS in Q2 2021 and held it in 7 quarters. The position peaked at $2.49M in Q3 2022. 351 funds tracked by Wall St. Rank hold WMS as of Q1 2023.

  • PFS Investments reported no remaining Advanced Drainage Systems position as of Q1 2023 after selling out during the quarter.
  • PFS Investments sold 23,214 Advanced Drainage Systems shares in Q1 2023, an estimated $1.9M.
  • PFS Investments first reported a position in Advanced Drainage Systems in Q2 2021 and held it in 7 quarters.
  • PFS Investments's Advanced Drainage Systems position peaked at $2.49M in Q3 2022.
  • 351 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q1 2023.

Based on PFS Investments's 13F filing for Q1 2023, filed 15 May 2023.