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Prosperity Capital Advisors’s Advanced Drainage Systems WMS Stock Holding History

Prosperity Capital 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
2024
Q1 		– Sell
-1,520
Closed -$214K – 337
2023
Q4 		$214K Buy
+1,520
New +$183K 0.02% 250
2023
Q3 		– Sell
-1,936
Closed -$220K – 257
2023
Q2 		$220K Sell
1,936
-638
-25% -$60.2K 0.03% 211
2023
Q1 		$217K Sell
2,574
-114
-4% -$10K 0.03% 189
2022
Q4 		$220K Buy
+2,688
New +$272K 0.07% 178

Other funds holding WMS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Prosperity Capital Advisors's WMS Position: Q1 2024 in Review

Prosperity Capital Advisors sold out of Advanced Drainage Systems (WMS) in Q1 2024, closing a stake of 1,520 shares — an estimated $214K sold.

Prosperity Capital Advisors first reported a position in WMS in Q4 2022 and held it in 4 quarters. The position peaked at $220K in Q4 2022. 494 funds tracked by Wall St. Rank hold WMS as of Q1 2024.

  • Prosperity Capital Advisors reported no remaining Advanced Drainage Systems position as of Q1 2024 after selling out during the quarter.
  • Prosperity Capital Advisors sold 1,520 Advanced Drainage Systems shares in Q1 2024, an estimated $214K.
  • Prosperity Capital Advisors first reported a position in Advanced Drainage Systems in Q4 2022 and held it in 4 quarters.
  • Prosperity Capital Advisors's Advanced Drainage Systems position peaked at $220K in Q4 2022.
  • 494 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q1 2024.

Based on Prosperity Capital Advisors's 13F filing for Q1 2024, filed 3 May 2024.