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Stonegate Investment Group’s Advanced Drainage Systems WMS Stock Holding History

Stonegate Investment 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
2024
Q2 		– Sell
-1,240
Closed -$214K – 406
2024
Q1 		$214K Buy
+1,240
New +$187K 0.01% 306

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State Street
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Impax Asset Management Group
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Boston Partners
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Invesco
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William Blair Investment Management
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Thrivent Financial for Lutherans
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Stonegate Investment Group's WMS Position: Q2 2024 in Review

Stonegate Investment Group sold out of Advanced Drainage Systems (WMS) in Q2 2024, closing a stake of 1,240 shares — an estimated $214K sold.

Stonegate Investment Group first reported a position in WMS in Q1 2024 and held it in 1 quarter. The position peaked at $214K in Q1 2024. 499 funds tracked by Wall St. Rank hold WMS as of Q2 2024.

  • Stonegate Investment Group reported no remaining Advanced Drainage Systems position as of Q2 2024 after selling out during the quarter.
  • Stonegate Investment Group sold 1,240 Advanced Drainage Systems shares in Q2 2024, an estimated $214K.
  • Stonegate Investment Group first reported a position in Advanced Drainage Systems in Q1 2024 and held it in 1 quarter.
  • Stonegate Investment Group's Advanced Drainage Systems position peaked at $214K in Q1 2024.
  • 499 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q2 2024.

Based on Stonegate Investment Group's 13F filing for Q2 2024, filed 2 Aug 2024.