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Sage Financial Management Group’s Advanced Drainage Systems WMS Stock Holding History

Sage Financial Management 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
2021
Q2 		– Sell
-60
Closed -$6K – 118
2021
Q1 		$6K Buy
+60
New +$5.86K ﹤0.01% 113

Other funds holding WMS

BP
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Sage Financial Management Group's WMS Position: Q2 2021 in Review

Sage Financial Management Group sold out of Advanced Drainage Systems (WMS) in Q2 2021, closing a stake of 60 shares — an estimated $6K sold.

Sage Financial Management Group first reported a position in WMS in Q1 2021 and held it in 1 quarter. The position peaked at $6K in Q1 2021. 279 funds tracked by Wall St. Rank hold WMS as of Q2 2021.

  • Sage Financial Management Group reported no remaining Advanced Drainage Systems position as of Q2 2021 after selling out during the quarter.
  • Sage Financial Management Group sold 60 Advanced Drainage Systems shares in Q2 2021, an estimated $6K.
  • Sage Financial Management Group first reported a position in Advanced Drainage Systems in Q1 2021 and held it in 1 quarter.
  • Sage Financial Management Group's Advanced Drainage Systems position peaked at $6K in Q1 2021.
  • 279 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q2 2021.

Based on Sage Financial Management Group's 13F filing for Q2 2021, filed 3 Aug 2021.