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WealthPlan Investment Management’s Advanced Drainage Systems WMS Stock Holding History

WealthPlan Investment 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
2023
Q1 		– Sell
-5,000
Closed -$464K – 582
2022
Q4 		$464K Hold
5,000
– – 0.03% 266
2022
Q3 		$444K Buy
+5,000
New +$622K 0.03% 260
2022
Q1 		$686K Buy
+6,700
New +$795K 0.05% 212

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Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
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Swedbank
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Thrivent Financial for Lutherans
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William Blair Investment Management
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American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

WealthPlan Investment Management's WMS Position: Q1 2023 in Review

WealthPlan Investment Management sold out of Advanced Drainage Systems (WMS) in Q1 2023, closing a stake of 5,000 shares — an estimated $464K sold.

WealthPlan Investment Management first reported a position in WMS in Q1 2022 and held it in 3 quarters. The position peaked at $686K in Q1 2022. 351 funds tracked by Wall St. Rank hold WMS as of Q1 2023.

  • WealthPlan Investment Management reported no remaining Advanced Drainage Systems position as of Q1 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 5,000 Advanced Drainage Systems shares in Q1 2023, an estimated $464K.
  • WealthPlan Investment Management first reported a position in Advanced Drainage Systems in Q1 2022 and held it in 3 quarters.
  • WealthPlan Investment Management's Advanced Drainage Systems position peaked at $686K in Q1 2022.
  • 351 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q1 2023.

Based on WealthPlan Investment Management's 13F filing for Q1 2023, filed 8 May 2023.