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Tyler-Stone Wealth Management’s Advanced Drainage Systems WMS Stock Holding History

Tyler-Stone 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
2024
Q3 		– Sell
-37
Closed -$5.93K – 951
2024
Q2 		$5.93K Hold
37
– – ﹤0.01% 728
2024
Q1 		$6.37K Hold
37
– – ﹤0.01% 720
2023
Q4 		$5.2K Hold
37
– – ﹤0.01% 723
2023
Q3 		$4K Hold
37
– – ﹤0.01% 760
2023
Q2 		$4K Buy
+37
New +$3.49K ﹤0.01% 748

Other funds holding WMS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Tyler-Stone Wealth Management's WMS Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Advanced Drainage Systems (WMS) in Q3 2024, closing a stake of 37 shares — an estimated $5.93K sold.

Tyler-Stone Wealth Management first reported a position in WMS in Q2 2023 and held it in 5 quarters. The position peaked at $6.37K in Q1 2024. 488 funds tracked by Wall St. Rank hold WMS as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Advanced Drainage Systems position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 37 Advanced Drainage Systems shares in Q3 2024, an estimated $5.93K.
  • Tyler-Stone Wealth Management first reported a position in Advanced Drainage Systems in Q2 2023 and held it in 5 quarters.
  • Tyler-Stone Wealth Management's Advanced Drainage Systems position peaked at $6.37K in Q1 2024.
  • 488 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.