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Steward Financial Group’s Advanced Drainage Systems WMS Stock Holding History

Steward Financial Group’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
2023
Q3 		$5K Buy
+48
New +$5.86K ﹤0.01% 661
2023
Q2 		– Sell
-12
Closed -$1K – 1010
2023
Q1 		$1K Sell
12
-6
-33% -$528 ﹤0.01% 673
2022
Q4 		$1K Buy
+18
New +$1.82K ﹤0.01% 492
2022
Q3 		– Sell
-3
Closed – – 1332
2022
Q2 		$0 Buy
+3
New +$308 ﹤0.01% 1413

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Steward Financial Group's WMS Position: Q3 2023 in Review

Steward Financial Group opened a new position in Advanced Drainage Systems (WMS) in Q3 2023: 48 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #661 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in WMS as recently as Q1 2023.

Steward Financial Group first reported a position in WMS in Q2 2022 and has held it in 4 quarters since. 413 funds tracked by Wall St. Rank hold WMS as of Q3 2023.

  • Steward Financial Group held 48 shares of Advanced Drainage Systems worth $5K as of Q3 2023.
  • Advanced Drainage Systems was a new Steward Financial Group position in Q3 2023.
  • Advanced Drainage Systems made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #661 holding.
  • Steward Financial Group first reported a position in Advanced Drainage Systems in Q2 2022 and has held it in 4 quarters since.
  • 413 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.