Tilia Fiduciary Partners’s Advanced Drainage Systems WMS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-121
Closed -$11K 544
2022
Q2
$11K Buy
121
+1
+0.8% +$103 0.01% 379
2022
Q1
$14K Hold
120
0.01% 374
2021
Q4
$16K Buy
+120
New +$14.8K 0.01% 373

Other funds holding WMS

Tilia Fiduciary Partners's WMS Position: Q3 2022 in Review

Tilia Fiduciary Partners sold out of Advanced Drainage Systems (WMS) in Q3 2022, closing a stake of 121 shares — an estimated $11K sold.

Tilia Fiduciary Partners first reported a position in WMS in Q4 2021 and held it in 3 quarters. The position peaked at $16K in Q4 2021. 382 funds tracked by Wall St. Rank hold WMS as of Q3 2022.

  • Tilia Fiduciary Partners reported no remaining Advanced Drainage Systems position as of Q3 2022 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 121 Advanced Drainage Systems shares in Q3 2022, an estimated $11K.
  • Tilia Fiduciary Partners first reported a position in Advanced Drainage Systems in Q4 2021 and held it in 3 quarters.
  • Tilia Fiduciary Partners's Advanced Drainage Systems position peaked at $16K in Q4 2021.
  • 382 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q3 2022.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2022, filed 27 Oct 2022.