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SYSTM Wealth Solutions’s Advanced Drainage Systems WMS Stock Holding History

SYSTM Wealth Solutions’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
Q2 		– Sell
-3,104
Closed -$535K – 973
2024
Q1 		$535K Sell
3,104
-9
-0.3% -$1.35K 0.07% 279
2023
Q4 		$438K Sell
3,113
-1,627
-34% -$196K 0.06% 288
2023
Q3 		$540K Buy
4,740
+293
+7% +$35.8K 0.08% 277
2023
Q2 		$506K Sell
4,447
-55
-1% -$5.19K 0.07% 313
2023
Q1 		$379K Buy
4,502
+4
+0.1% +$352 0.06% 343
2022
Q4 		$369K Buy
+4,498
New +$456K 0.05% 390

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
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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

SYSTM Wealth Solutions's WMS Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of Advanced Drainage Systems (WMS) in Q2 2024, closing a stake of 3,104 shares — an estimated $535K sold.

SYSTM Wealth Solutions first reported a position in WMS in Q4 2022 and held it in 6 quarters. The position peaked at $540K in Q3 2023. 499 funds tracked by Wall St. Rank hold WMS as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining Advanced Drainage Systems position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 3,104 Advanced Drainage Systems shares in Q2 2024, an estimated $535K.
  • SYSTM Wealth Solutions first reported a position in Advanced Drainage Systems in Q4 2022 and held it in 6 quarters.
  • SYSTM Wealth Solutions's Advanced Drainage Systems position peaked at $540K in Q3 2023.
  • 499 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.