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

Sutton 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
2023
Q3 		$1.25K Hold
11
– – ﹤0.01% 775
2023
Q2 		$1.25K Hold
11
– – ﹤0.01% 754
2023
Q1 		$926 Hold
11
– – ﹤0.01% 738
2022
Q4 		$902 Buy
+11
New +$1.11K ﹤0.01% 1354

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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Sutton Wealth Advisors's WMS Position: Q3 2023 in Review

Sutton Wealth Advisors held its Advanced Drainage Systems (WMS) position steady in Q3 2023 at 11 shares worth $1.25K. The position accounts for ﹤0.01% of the portfolio, ranked #775.

Sutton Wealth Advisors first reported a position in WMS in Q4 2022 and has held it in 4 quarters since. 413 funds tracked by Wall St. Rank hold WMS as of Q3 2023.

  • Sutton Wealth Advisors held 11 shares of Advanced Drainage Systems worth $1.25K as of Q3 2023.
  • Sutton Wealth Advisors left its Advanced Drainage Systems share count unchanged in Q3 2023.
  • Advanced Drainage Systems made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #775 holding.
  • Sutton Wealth Advisors first reported a position in Advanced Drainage Systems in Q4 2022 and has held it in 4 quarters since.
  • 413 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.