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

Souders 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
2022
Q4 		– Sell
-18,265
Closed -$2.27M – 155
2022
Q3 		$2.27M Buy
+18,265
New +$2.27M 0.62% 58

Other funds holding WMS

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BP
Berkshire Partners Boston, Massachusetts $5.53M AUM 55.51% 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
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return

Souders Financial Advisors's WMS Position: Q4 2022 in Review

Souders Financial Advisors sold out of Advanced Drainage Systems (WMS) in Q4 2022, closing a stake of 18,265 shares — an estimated $2.27M sold.

Souders Financial Advisors first reported a position in WMS in Q3 2022 and held it in 1 quarter. The position peaked at $2.27M in Q3 2022. 367 funds tracked by Wall St. Rank hold WMS as of Q4 2022.

  • Souders Financial Advisors reported no remaining Advanced Drainage Systems position as of Q4 2022 after selling out during the quarter.
  • Souders Financial Advisors sold 18,265 Advanced Drainage Systems shares in Q4 2022, an estimated $2.27M.
  • Souders Financial Advisors first reported a position in Advanced Drainage Systems in Q3 2022 and held it in 1 quarter.
  • Souders Financial Advisors's Advanced Drainage Systems position peaked at $2.27M in Q3 2022.
  • 367 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q4 2022.

Based on Souders Financial Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.