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Unique Wealth Strategies’s Advanced Drainage Systems WMS Stock Holding History

Unique Wealth Strategies’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
-2,770
Closed -$477K – 676
2024
Q2 		$477K Hold
2,770
– – 0.22% 131
2024
Q1 		$477K Buy
+2,770
New +$417K 0.23% 131

Other funds holding WMS

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $94.8B AUM 24.11% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Unique Wealth Strategies's WMS Position: Q3 2024 in Review

Unique Wealth Strategies sold out of Advanced Drainage Systems (WMS) in Q3 2024, closing a stake of 2,770 shares — an estimated $477K sold.

Unique Wealth Strategies first reported a position in WMS in Q1 2024 and held it in 2 quarters. The position peaked at $477K in Q2 2024. 487 funds tracked by Wall St. Rank hold WMS as of Q3 2024.

  • Unique Wealth Strategies reported no remaining Advanced Drainage Systems position as of Q3 2024 after selling out during the quarter.
  • Unique Wealth Strategies sold 2,770 Advanced Drainage Systems shares in Q3 2024, an estimated $477K.
  • Unique Wealth Strategies first reported a position in Advanced Drainage Systems in Q1 2024 and held it in 2 quarters.
  • Unique Wealth Strategies's Advanced Drainage Systems position peaked at $477K in Q2 2024.
  • 487 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.