Torch Wealth Management’s Advanced Drainage Systems WMS Stock Holding History

Torch Wealth Management’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
2019 Q4	$348K	Sell	8,980 -150	-2%	-$5.55K	0.19%	84
2019 Q3	$295K	Hold	9,130	–	–	0.17%	88
2019 Q2	$299K	Hold	9,130	–	–	0.18%	89
2019 Q1	$235K	Hold	9,130	–	–	0.15%	96
2018 Q4	$221K	Hold	9,130	–	–	0.16%	90
2018 Q3	$282K	Sell	9,130 -7,350	-45%	-$223K	0.17%	91
2018 Q2	$471K	Hold	16,480	–	–	0.3%	70
2018 Q1	$427K	Hold	16,480	–	–	0.28%	76
2017 Q4	$393K	Sell	16,480 -1,900	-10%	-$40.9K	0.24%	84
2017 Q3	$372K	Sell	18,380 -100	-0.5%	-$2.02K	0.24%	81
2017 Q2	$371K	Hold	18,480	–	–	0.26%	79
2017 Q1	$405K	Buy	18,480 +300	+2%	+$6.81K	0.27%	78
2016 Q4	$375K	Buy	+18,180	New	+$381K	0.26%	78

Other funds holding WMS

Berkshire Partners Boston, Massachusetts $4.96M AUM 59.38% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

MIG Capital Newport Beach, California $589M AUM 25.96% 1-Year Est. Return

Torch Wealth Management's WMS Position: Q4 2019 in Review

Torch Wealth Management reduced its Advanced Drainage Systems (WMS) stake by 1.6% in Q4 2019, selling an estimated $5.55K and leaving 8,980 shares worth $348K. The position accounts for 0.19% of the portfolio, ranked #84.

Torch Wealth Management first reported a position in WMS in Q4 2016 and has held it in 13 quarters since. The position peaked at $471K in Q2 2018. 163 funds tracked by Wall St. Rank hold WMS as of Q4 2019.

Torch Wealth Management held 8,980 shares of Advanced Drainage Systems worth $348K as of Q4 2019.
Torch Wealth Management sold 150 Advanced Drainage Systems shares in Q4 2019, an estimated $5.55K.
Advanced Drainage Systems made up 0.19% of Torch Wealth Management's portfolio in Q4 2019, its #84 holding.
Torch Wealth Management first reported a position in Advanced Drainage Systems in Q4 2016 and has held it in 13 quarters since.
Torch Wealth Management's Advanced Drainage Systems position peaked at $471K in Q2 2018.
163 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q4 2019.

Based on Torch Wealth Management's 13F filing for Q4 2019, filed 25 Feb 2020.