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Plante Moran Financial Advisors’s Advanced Drainage Systems WMS Stock Holding History

Plante Moran Financial 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
2022
Q3 		– Sell
-13
Closed -$1K – 1091
2022
Q2 		$1K Buy
+13
New +$1.34K ﹤0.01% 954

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BP
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SP
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Plante Moran Financial Advisors's WMS Position: Q3 2022 in Review

Plante Moran Financial Advisors sold out of Advanced Drainage Systems (WMS) in Q3 2022, closing a stake of 13 shares — an estimated $1K sold.

Plante Moran Financial Advisors first reported a position in WMS in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 382 funds tracked by Wall St. Rank hold WMS as of Q3 2022.

  • Plante Moran Financial Advisors reported no remaining Advanced Drainage Systems position as of Q3 2022 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 13 Advanced Drainage Systems shares in Q3 2022, an estimated $1K.
  • Plante Moran Financial Advisors first reported a position in Advanced Drainage Systems in Q2 2022 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Advanced Drainage Systems position peaked at $1K in Q2 2022.
  • 382 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q3 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2022, filed 2 Nov 2022.