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Triad Wealth Partners’s Advanced Drainage Systems WMS Stock Holding History

Triad Wealth Partners’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
Q3 		– Sell
-6
Closed -$962 – 947
2024
Q2 		$962 Buy
+6
New +$1K ﹤0.01% 880

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Invesco
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Triad Wealth Partners's WMS Position: Q3 2024 in Review

Triad Wealth Partners sold out of Advanced Drainage Systems (WMS) in Q3 2024, closing a stake of 6 shares — an estimated $962 sold.

Triad Wealth Partners first reported a position in WMS in Q2 2024 and held it in 1 quarter. The position peaked at $962 in Q2 2024. 487 funds tracked by Wall St. Rank hold WMS as of Q3 2024.

  • Triad Wealth Partners reported no remaining Advanced Drainage Systems position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 6 Advanced Drainage Systems shares in Q3 2024, an estimated $962.
  • Triad Wealth Partners first reported a position in Advanced Drainage Systems in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Advanced Drainage Systems position peaked at $962 in Q2 2024.
  • 487 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.