Sebold Capital Management’s Advanced Drainage Systems WMS Stock Holding History

Sebold Capital 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	-1,400	Closed	-$220K	–	73
2024 Q3	$220K	Sell	1,400 -200	-13%	-$31.2K	0.15%	64
2024 Q2	$257K	Sell	1,600 -350	-18%	-$58.5K	0.18%	57
2024 Q1	$336K	Sell	1,950 -50	-3%	-$7.53K	0.23%	54
2023 Q4	$281K	Sell	2,000 -500	-20%	-$60.3K	0.21%	54
2023 Q3	$285K	Hold	2,500	–	–	0.23%	55
2023 Q2	$284K	Hold	2,500	–	–	0.23%	56
2023 Q1	$211K	Hold	2,500	–	–	0.17%	63
2022 Q4	$205K	Buy	+2,500	New	+$253K	0.17%	68

Other funds holding WMS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Sebold Capital Management's WMS Position: Q4 2024 in Review

Sebold Capital Management sold out of Advanced Drainage Systems (WMS) in Q4 2024, closing a stake of 1,400 shares — an estimated $220K sold.

Sebold Capital Management first reported a position in WMS in Q4 2022 and held it in 8 quarters. The position peaked at $336K in Q1 2024. 464 funds tracked by Wall St. Rank hold WMS as of Q4 2024.

Sebold Capital Management reported no remaining Advanced Drainage Systems position as of Q4 2024 after selling out during the quarter.
Sebold Capital Management sold 1,400 Advanced Drainage Systems shares in Q4 2024, an estimated $220K.
Sebold Capital Management first reported a position in Advanced Drainage Systems in Q4 2022 and held it in 8 quarters.
Sebold Capital Management's Advanced Drainage Systems position peaked at $336K in Q1 2024.
464 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q4 2024.

Based on Sebold Capital Management's 13F filing for Q4 2024, filed 14 Jan 2025.