WealthPLAN Partners’s Advanced Drainage Systems WMS Stock Holding History

WealthPLAN Partners’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 Q1	–	Sell	-3,750	Closed	-$527K	–	347
2023 Q4	$527K	Hold	3,750	–	–	0.05%	216
2023 Q3	$427K	Sell	3,750 -750	-17%	-$91.6K	0.05%	225
2023 Q2	$512K	Sell	4,500 -500	-10%	-$47.2K	0.07%	187
2023 Q1	$421K	Hold	5,000	–	–	0.05%	217
2022 Q4	$466K	Buy	+5,000	New	+$507K	0.03%	265
2022 Q1	$686K	Hold	6,700	–	–	0.05%	212
2021 Q4	$758K	Hold	6,700	–	–	0.05%	206
2021 Q3	$898K	Hold	6,700	–	–	0.06%	178
2021 Q2	$795K	Sell	6,700 -3,577	-35%	-$397K	0.06%	177
2021 Q1	$1.13M	Buy	+10,277	New	+$1M	0.09%	135

Other funds holding WMS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

WealthPLAN Partners's WMS Position: Q1 2024 in Review

WealthPLAN Partners sold out of Advanced Drainage Systems (WMS) in Q1 2024, closing a stake of 3,750 shares — an estimated $527K sold.

WealthPLAN Partners first reported a position in WMS in Q1 2021 and held it in 10 quarters. The position peaked at $1.13M in Q1 2021. 494 funds tracked by Wall St. Rank hold WMS as of Q1 2024.

WealthPLAN Partners reported no remaining Advanced Drainage Systems position as of Q1 2024 after selling out during the quarter.
WealthPLAN Partners sold 3,750 Advanced Drainage Systems shares in Q1 2024, an estimated $527K.
WealthPLAN Partners first reported a position in Advanced Drainage Systems in Q1 2021 and held it in 10 quarters.
WealthPLAN Partners's Advanced Drainage Systems position peaked at $1.13M in Q1 2021.
494 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q1 2024.

Based on WealthPLAN Partners's 13F filing for Q1 2024, filed 7 May 2024.