SWP
WMS icon

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

Stratos Wealth Partners’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
Q2 		– Sell
-3,398
Closed -$369K – 1489
2025
Q1 		$369K Sell
3,398
-1,186
-26% -$138K 0.01% 1000
2024
Q4 		$530K Buy
4,584
+239
+6% +$33.2K 0.01% 916
2024
Q3 		$683K Buy
4,345
+504
+13% +$78.7K 0.01% 816
2024
Q2 		$616K Buy
3,841
+1,086
+39% +$181K 0.01% 825
2024
Q1 		$475K Buy
2,755
+512
+23% +$77.1K 0.01% 915
2023
Q4 		$315K Buy
+2,243
New +$270K 0.01% 1056
2017
Q1 		– Sell
-11,333
Closed -$233K – 865
2016
Q4 		$233K Buy
+11,333
New +$238K 0.01% 602

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return