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Stratos Wealth Advisors’s Advanced Drainage Systems WMS Stock Holding History

Stratos Wealth 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
2025
Q1 		– Sell
-5,181
Closed -$599K – 761
2024
Q4 		$599K Sell
5,181
-45
-0.9% -$6.25K 0.03% 425
2024
Q3 		$821K Buy
5,226
+5
+0.1% +$781 0.04% 394
2024
Q2 		$837K Sell
5,221
-99
-2% -$16.5K 0.04% 366
2024
Q1 		$916K Buy
5,320
+101
+2% +$15.2K 0.05% 344
2023
Q4 		$734K Sell
5,219
-200
-4% -$24.1K 0.04% 387
2023
Q3 		$617K Buy
5,419
+1
+0% +$122 0.04% 392
2023
Q2 		$616K Sell
5,418
-122
-2% -$11.5K 0.04% 395
2023
Q1 		$467K Buy
5,540
+2
+0% +$176 0.04% 430
2022
Q4 		$454K Sell
5,538
-701
-11% -$71K 0.04% 420
2022
Q3 		$776K Buy
6,239
+1
+0% +$124 0.08% 280
2022
Q2 		$562K Sell
6,238
-1,003
-14% -$103K 0.05% 342
2022
Q1 		$860K Buy
7,241
+31
+0.4% +$3.68K 0.07% 295
2021
Q4 		$982K Buy
+7,210
New +$887K 0.07% 285
2020
Q1 		– Sell
-12,754
Closed -$495K – 305
2019
Q4 		$495K Buy
12,754
+30
+0.2% +$1.11K 0.28% 78
2019
Q3 		$411K Buy
12,724
+35
+0.3% +$1.14K 0.16% 142
2019
Q2 		$416K Sell
12,689
-870
-6% -$25.1K 0.17% 137
2019
Q1 		$349K Sell
13,559
-955
-7% -$24.2K 0.19% 139
2018
Q4 		$352K Buy
+14,514
New +$390K 0.23% 125

Other funds holding WMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Stratos Wealth Advisors's WMS Position: Q1 2025 in Review

Stratos Wealth Advisors sold out of Advanced Drainage Systems (WMS) in Q1 2025, closing a stake of 5,181 shares — an estimated $599K sold.

Stratos Wealth Advisors first reported a position in WMS in Q4 2018 and held it in 18 quarters. The position peaked at $982K in Q4 2021. 462 funds tracked by Wall St. Rank hold WMS as of Q1 2025.

  • Stratos Wealth Advisors reported no remaining Advanced Drainage Systems position as of Q1 2025 after selling out during the quarter.
  • Stratos Wealth Advisors sold 5,181 Advanced Drainage Systems shares in Q1 2025, an estimated $599K.
  • Stratos Wealth Advisors first reported a position in Advanced Drainage Systems in Q4 2018 and held it in 18 quarters.
  • Stratos Wealth Advisors's Advanced Drainage Systems position peaked at $982K in Q4 2021.
  • 462 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q1 2025.

Based on Stratos Wealth Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.