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Sequoia Financial Advisors’s Advanced Drainage Systems WMS Stock Holding History

Sequoia Financial 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
2026
Q1 		– Sell
-1,833
Closed -$265K – 2075
2025
Q4 		$265K Buy
+1,833
New +$265K ﹤0.01% 1632

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State Street
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UBS AM
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Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Sequoia Financial Advisors's WMS Position: Q1 2026 in Review

Sequoia Financial Advisors sold out of Advanced Drainage Systems (WMS) in Q1 2026, closing a stake of 1,833 shares — an estimated $265K sold.

Sequoia Financial Advisors first reported a position in WMS in Q4 2025 and held it in 1 quarter. The position peaked at $265K in Q4 2025. 579 funds tracked by Wall St. Rank hold WMS as of Q1 2026.

  • Sequoia Financial Advisors reported no remaining Advanced Drainage Systems position as of Q1 2026 after selling out during the quarter.
  • Sequoia Financial Advisors sold 1,833 Advanced Drainage Systems shares in Q1 2026, an estimated $265K.
  • Sequoia Financial Advisors first reported a position in Advanced Drainage Systems in Q4 2025 and held it in 1 quarter.
  • Sequoia Financial Advisors's Advanced Drainage Systems position peaked at $265K in Q4 2025.
  • 579 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q1 2026.

Based on Sequoia Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.