Robertson Stephens Wealth Management
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Robertson Stephens Wealth Management’s Advanced Drainage Systems WMS Stock Holding History

Robertson Stephens Wealth Management’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
Q4 		– Sell
-3,341
Closed -$525K – 643
2024
Q3 		$525K Buy
+3,341
New +$522K 0.02% 403

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Robertson Stephens Wealth Management's WMS Position: Q4 2024 in Review

Robertson Stephens Wealth Management sold out of Advanced Drainage Systems (WMS) in Q4 2024, closing a stake of 3,341 shares — an estimated $525K sold.

Robertson Stephens Wealth Management first reported a position in WMS in Q3 2024 and held it in 1 quarter. The position peaked at $525K in Q3 2024. 464 funds tracked by Wall St. Rank hold WMS as of Q4 2024.

  • Robertson Stephens Wealth Management reported no remaining Advanced Drainage Systems position as of Q4 2024 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 3,341 Advanced Drainage Systems shares in Q4 2024, an estimated $525K.
  • Robertson Stephens Wealth Management first reported a position in Advanced Drainage Systems in Q3 2024 and held it in 1 quarter.
  • Robertson Stephens Wealth Management's Advanced Drainage Systems position peaked at $525K in Q3 2024.
  • 464 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q4 2024.

Based on Robertson Stephens Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.