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	–	2244
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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return

TCI Wealth Advisors's WMS Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Advanced Drainage Systems (WMS) in Q2 2023, closing a stake of 5 shares — an estimated $422 sold.

TCI Wealth Advisors first reported a position in WMS in Q1 2021 and held it in 8 quarters. The position peaked at $14K in Q4 2021. 381 funds tracked by Wall St. Rank hold WMS as of Q2 2023.

TCI Wealth Advisors reported no remaining Advanced Drainage Systems position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 5 Advanced Drainage Systems shares in Q2 2023, an estimated $422.
TCI Wealth Advisors first reported a position in Advanced Drainage Systems in Q1 2021 and held it in 8 quarters.
TCI Wealth Advisors's Advanced Drainage Systems position peaked at $14K in Q4 2021.
381 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.