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Systematic Portfolios’s Advanced Drainage Systems WMS Stock Holding History

Systematic Portfolios’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
-1,618
Closed -$228K – 195
2023
Q4 		$228K Buy
+1,618
New +$195K 0.69% 93

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 $105B AUM 38.07% 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

Systematic Portfolios's WMS Position: Q1 2024 in Review

Systematic Portfolios sold out of Advanced Drainage Systems (WMS) in Q1 2024, closing a stake of 1,618 shares — an estimated $228K sold.

Systematic Portfolios first reported a position in WMS in Q4 2023 and held it in 1 quarter. The position peaked at $228K in Q4 2023. 493 funds tracked by Wall St. Rank hold WMS as of Q1 2024.

  • Systematic Portfolios reported no remaining Advanced Drainage Systems position as of Q1 2024 after selling out during the quarter.
  • Systematic Portfolios sold 1,618 Advanced Drainage Systems shares in Q1 2024, an estimated $228K.
  • Systematic Portfolios first reported a position in Advanced Drainage Systems in Q4 2023 and held it in 1 quarter.
  • Systematic Portfolios's Advanced Drainage Systems position peaked at $228K in Q4 2023.
  • 493 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q1 2024.

Based on Systematic Portfolios's 13F filing for Q1 2024, filed 15 May 2024.