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

Steele 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
Q1 		– Sell
-3,054
Closed -$430K – 181
2023
Q4 		$430K Buy
+3,054
New +$368K 0.03% 105

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Steele Capital Management's WMS Position: Q1 2024 in Review

Steele Capital Management sold out of Advanced Drainage Systems (WMS) in Q1 2024, closing a stake of 3,054 shares — an estimated $430K sold.

Steele Capital Management first reported a position in WMS in Q4 2023 and held it in 1 quarter. The position peaked at $430K in Q4 2023. 492 funds tracked by Wall St. Rank hold WMS as of Q1 2024.

  • Steele Capital Management reported no remaining Advanced Drainage Systems position as of Q1 2024 after selling out during the quarter.
  • Steele Capital Management sold 3,054 Advanced Drainage Systems shares in Q1 2024, an estimated $430K.
  • Steele Capital Management first reported a position in Advanced Drainage Systems in Q4 2023 and held it in 1 quarter.
  • Steele Capital Management's Advanced Drainage Systems position peaked at $430K in Q4 2023.
  • 492 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q1 2024.

Based on Steele Capital Management's 13F filing for Q1 2024, filed 18 Apr 2024.