TWA
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TCI Wealth Advisors’s Advanced Drainage Systems WMS Stock Holding History

TCI 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
Q2 		– Sell
-5
Closed -$422 – 2246
2023
Q1 		$422 Buy
5
+3
+150% +$264 ﹤0.01% 2249
2022
Q4 		$164 Sell
2
-3
-60% -$304 ﹤0.01% 2358
2022
Q3 		$1K Buy
5
+4
+400% +$498 ﹤0.01% 2184
2022
Q2 		$0 Buy
+1
New +$103 ﹤0.01% 2542
2022
Q1 		– Sell
-101
Closed -$14K – 2480
2021
Q4 		$14K Hold
101
– – ﹤0.01% 941
2021
Q3 		$11K Hold
101
– – ﹤0.01% 1069
2021
Q2 		$12K Buy
101
+41
+68% +$4.55K ﹤0.01% 876
2021
Q1 		$6K Buy
+60
New +$5.86K ﹤0.01% 1184

Other funds holding WMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return