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Stephens Inc’s Advanced Drainage Systems WMS Stock Holding History

Stephens Inc’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
Q1 		– Sell
-3,660
Closed -$498K – 1402
2021
Q4 		$498K Buy
3,660
+45
+1% +$5.53K 0.01% 847
2021
Q3 		$391K Sell
3,615
-222
-6% -$25.5K 0.01% 955
2021
Q2 		$447K Hold
3,837
– – 0.01% 920
2021
Q1 		$397K Buy
+3,837
New +$375K 0.01% 915

Other funds holding WMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BP
Berkshire Partners Boston, Massachusetts $4.96M AUM 59.38% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 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
SP
Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 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
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Stephens Inc's WMS Position: Q1 2022 in Review

Stephens Inc sold out of Advanced Drainage Systems (WMS) in Q1 2022, closing a stake of 3,660 shares — an estimated $498K sold.

Stephens Inc first reported a position in WMS in Q1 2021 and held it in 4 quarters. The position peaked at $498K in Q4 2021. 316 funds tracked by Wall St. Rank hold WMS as of Q1 2022.

  • Stephens Inc reported no remaining Advanced Drainage Systems position as of Q1 2022 after selling out during the quarter.
  • Stephens Inc sold 3,660 Advanced Drainage Systems shares in Q1 2022, an estimated $498K.
  • Stephens Inc first reported a position in Advanced Drainage Systems in Q1 2021 and held it in 4 quarters.
  • Stephens Inc's Advanced Drainage Systems position peaked at $498K in Q4 2021.
  • 316 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q1 2022.

Based on Stephens Inc's 13F filing for Q1 2022, filed 4 May 2022.