UCFA
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United Capital Financial Advisors’s Advanced Drainage Systems WMS Stock Holding History

United Capital Financial 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
Q4 		– Sell
-20,433
Closed -$3.21M – 1110
2024
Q3 		$3.21M Buy
20,433
+16,526
+423% +$2.58M 0.03% 328
2024
Q2 		$627K Sell
3,907
-1,078
-22% -$180K 0.01% 648
2024
Q1 		$859K Sell
4,985
-736
-13% -$111K 0.01% 596
2023
Q4 		$805K Buy
+5,721
New +$690K 0.01% 599
2023
Q3 		– Sell
-5,462
Closed -$621K – 906
2023
Q2 		$621K Sell
5,462
-17,076
-76% -$1.61M ﹤0.01% 647
2023
Q1 		$1.9M Sell
22,538
-1,435
-6% -$126K 0.01% 458
2022
Q4 		$1.97M Buy
23,973
+4,340
+22% +$440K 0.01% 485
2022
Q3 		$2.44M Buy
+19,633
New +$2.44M 0.01% 438

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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return