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RE Dickinson Investment Advisors’s Advanced Drainage Systems WMS Stock Holding History

RE Dickinson Investment 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
2023
Q2 		– Sell
-2,650
Closed -$223K – 416
2023
Q1 		$223K Sell
2,650
-1,607
-38% -$141K 0.08% 85
2022
Q4 		$349K Hold
4,257
– – 0.14% 59
2022
Q3 		$529K Buy
+4,257
New +$530K 0.44% 26

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Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
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Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Swedbank
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American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return

RE Dickinson Investment Advisors's WMS Position: Q2 2023 in Review

RE Dickinson Investment Advisors sold out of Advanced Drainage Systems (WMS) in Q2 2023, closing a stake of 2,650 shares — an estimated $223K sold.

RE Dickinson Investment Advisors first reported a position in WMS in Q3 2022 and held it in 3 quarters. The position peaked at $529K in Q3 2022. 381 funds tracked by Wall St. Rank hold WMS as of Q2 2023.

  • RE Dickinson Investment Advisors reported no remaining Advanced Drainage Systems position as of Q2 2023 after selling out during the quarter.
  • RE Dickinson Investment Advisors sold 2,650 Advanced Drainage Systems shares in Q2 2023, an estimated $223K.
  • RE Dickinson Investment Advisors first reported a position in Advanced Drainage Systems in Q3 2022 and held it in 3 quarters.
  • RE Dickinson Investment Advisors's Advanced Drainage Systems position peaked at $529K in Q3 2022.
  • 381 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q2 2023.

Based on RE Dickinson Investment Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.