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RFP Financial Group’s Advanced Drainage Systems WMS Stock Holding History

RFP Financial Group’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 		– Sell
-9
Closed -$1.44K – 805
2024
Q2 		$1.44K Hold
9
– – ﹤0.01% 762
2024
Q1 		$1.55K Buy
+9
New +$1.35K ﹤0.01% 719

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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

RFP Financial Group's WMS Position: Q3 2024 in Review

RFP Financial Group sold out of Advanced Drainage Systems (WMS) in Q3 2024, closing a stake of 9 shares — an estimated $1.44K sold.

RFP Financial Group first reported a position in WMS in Q1 2024 and held it in 2 quarters. The position peaked at $1.55K in Q1 2024. 487 funds tracked by Wall St. Rank hold WMS as of Q3 2024.

  • RFP Financial Group reported no remaining Advanced Drainage Systems position as of Q3 2024 after selling out during the quarter.
  • RFP Financial Group sold 9 Advanced Drainage Systems shares in Q3 2024, an estimated $1.44K.
  • RFP Financial Group first reported a position in Advanced Drainage Systems in Q1 2024 and held it in 2 quarters.
  • RFP Financial Group's Advanced Drainage Systems position peaked at $1.55K in Q1 2024.
  • 487 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q3 2024.

Based on RFP Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.