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Turtle Creek Wealth Advisors’s Advanced Drainage Systems WMS Stock Holding History

Turtle Creek 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
2024
Q1 		– Sell
-41
Closed -$5.77K – 817
2023
Q4 		$5.77K Buy
+41
New +$4.94K ﹤0.01% 625

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State Street
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Pictet Asset Management
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
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American Century Companies
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Thrivent Financial for Lutherans
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Turtle Creek Wealth Advisors's WMS Position: Q1 2024 in Review

Turtle Creek Wealth Advisors sold out of Advanced Drainage Systems (WMS) in Q1 2024, closing a stake of 41 shares — an estimated $5.77K sold.

Turtle Creek Wealth Advisors first reported a position in WMS in Q4 2023 and held it in 1 quarter. The position peaked at $5.77K in Q4 2023. 492 funds tracked by Wall St. Rank hold WMS as of Q1 2024.

  • Turtle Creek Wealth Advisors reported no remaining Advanced Drainage Systems position as of Q1 2024 after selling out during the quarter.
  • Turtle Creek Wealth Advisors sold 41 Advanced Drainage Systems shares in Q1 2024, an estimated $5.77K.
  • Turtle Creek Wealth Advisors first reported a position in Advanced Drainage Systems in Q4 2023 and held it in 1 quarter.
  • Turtle Creek Wealth Advisors's Advanced Drainage Systems position peaked at $5.77K in Q4 2023.
  • 492 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q1 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.