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SWA
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
Shares
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
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$481B AUM
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1-Year Est. Return
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$14.3B AUM
19.8%
1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
Baillie Gifford & Co
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$97.9B AUM
20.73%
1-Year Est. Return
First Trust Advisors
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$140B AUM
27.84%
1-Year Est. Return
Invesco
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$1.02T AUM
30.18%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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