RJT
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Raymond James Trust’s Advanced Drainage Systems WMS Stock Holding History

Raymond James Trust’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
Q3 		$233K Sell
1,484
-31
-2% -$4.84K 0.01% 1170
2024
Q2 		$243K Sell
1,515
-22
-1% -$3.68K 0.01% 1084
2024
Q1 		$265K Buy
1,537
+62
+4% +$9.34K 0.01% 1048
2023
Q4 		$207K Buy
+1,475
New +$178K 0.01% 1123

Other funds holding WMS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Raymond James Trust's WMS Position: Q3 2024 in Review

Raymond James Trust reduced its Advanced Drainage Systems (WMS) stake by 2% in Q3 2024, selling an estimated $4.84K and leaving 1,484 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #1170.

Raymond James Trust first reported a position in WMS in Q4 2023 and has held it in 4 quarters since. The position peaked at $265K in Q1 2024. 487 funds tracked by Wall St. Rank hold WMS as of Q3 2024.

  • Raymond James Trust held 1,484 shares of Advanced Drainage Systems worth $233K as of Q3 2024.
  • Raymond James Trust sold 31 Advanced Drainage Systems shares in Q3 2024, an estimated $4.84K.
  • Advanced Drainage Systems made up 0.01% of Raymond James Trust's portfolio in Q3 2024, its #1170 holding.
  • Raymond James Trust first reported a position in Advanced Drainage Systems in Q4 2023 and has held it in 4 quarters since.
  • Raymond James Trust's Advanced Drainage Systems position peaked at $265K in Q1 2024.
  • 487 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q3 2024.

Based on Raymond James Trust's 13F filing for Q3 2024, filed 12 Nov 2024.