SSG
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Summit Securities Group’s Advanced Drainage Systems WMS Stock Holding History

Summit Securities 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
Q1 		– Sell
-1
Closed – – 943
2023
Q4 		$0 Buy
+1
New +$121 ﹤0.01% 943
2022
Q3 		– Sell
-1
Closed – – 1194
2022
Q2 		$0 Buy
+1
New +$103 ﹤0.01% 1255

Other funds holding WMS

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $97.9B AUM 20.73% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Summit Securities Group's WMS Position: Q1 2024 in Review

Summit Securities Group sold out of Advanced Drainage Systems (WMS) in Q1 2024, closing a stake of 1 share.

Summit Securities Group first reported a position in WMS in Q2 2022 and held it in 2 quarters. The position peaked at $0 in Q4 2023. 492 funds tracked by Wall St. Rank hold WMS as of Q1 2024.

  • Summit Securities Group reported no remaining Advanced Drainage Systems position as of Q1 2024 after selling out during the quarter.
  • Summit Securities Group sold 1 Advanced Drainage Systems share in Q1 2024.
  • Summit Securities Group first reported a position in Advanced Drainage Systems in Q2 2022 and held it in 2 quarters.
  • Summit Securities Group's Advanced Drainage Systems position peaked at $0 in Q4 2023.
  • 492 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q1 2024.

Based on Summit Securities Group's 13F filing for Q1 2024, filed 13 May 2024.