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VitalStone Financial’s Advanced Drainage Systems WMS Stock Holding History

VitalStone Financial’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
Q2 		– Sell
-46
Closed -$8K – 597
2024
Q1 		$8K Buy
+46
New +$6.93K 0.01% 306

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VitalStone Financial's WMS Position: Q2 2024 in Review

VitalStone Financial sold out of Advanced Drainage Systems (WMS) in Q2 2024, closing a stake of 46 shares — an estimated $8K sold.

VitalStone Financial first reported a position in WMS in Q1 2024 and held it in 1 quarter. The position peaked at $8K in Q1 2024. 500 funds tracked by Wall St. Rank hold WMS as of Q2 2024.

  • VitalStone Financial reported no remaining Advanced Drainage Systems position as of Q2 2024 after selling out during the quarter.
  • VitalStone Financial sold 46 Advanced Drainage Systems shares in Q2 2024, an estimated $8K.
  • VitalStone Financial first reported a position in Advanced Drainage Systems in Q1 2024 and held it in 1 quarter.
  • VitalStone Financial's Advanced Drainage Systems position peaked at $8K in Q1 2024.
  • 500 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q2 2024.

Based on VitalStone Financial's 13F filing for Q2 2024, filed 7 Aug 2024.