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Sweet Financial Partners’s Advanced Drainage Systems WMS Stock Holding History

Sweet Financial 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
2022
Q3 		– Sell
-5,020
Closed -$452K – 179
2022
Q2 		$452K Buy
5,020
+20
+0.4% +$2.06K 0.14% 95
2022
Q1 		$594K Sell
5,000
-924
-16% -$110K 0.16% 83
2021
Q4 		$806K Buy
+5,924
New +$728K 0.33% 40

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Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Artisan Partners
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Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BP
Berkshire Partners Boston, Massachusetts $4.96M AUM 59.38% 1-Year Est. Return
Boston Partners
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SP
Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return

Sweet Financial Partners's WMS Position: Q3 2022 in Review

Sweet Financial Partners sold out of Advanced Drainage Systems (WMS) in Q3 2022, closing a stake of 5,020 shares — an estimated $452K sold.

Sweet Financial Partners first reported a position in WMS in Q4 2021 and held it in 3 quarters. The position peaked at $806K in Q4 2021. 383 funds tracked by Wall St. Rank hold WMS as of Q3 2022.

  • Sweet Financial Partners reported no remaining Advanced Drainage Systems position as of Q3 2022 after selling out during the quarter.
  • Sweet Financial Partners sold 5,020 Advanced Drainage Systems shares in Q3 2022, an estimated $452K.
  • Sweet Financial Partners first reported a position in Advanced Drainage Systems in Q4 2021 and held it in 3 quarters.
  • Sweet Financial Partners's Advanced Drainage Systems position peaked at $806K in Q4 2021.
  • 383 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q3 2022.

Based on Sweet Financial Partners's 13F filing for Q3 2022, filed 10 Nov 2022.