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WealthTrak Capital Management’s Advanced Drainage Systems WMS Stock Holding History

WealthTrak Capital 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
2025
Q1 		– Sell
-1
Closed -$116 – 1123
2024
Q4 		$116 Buy
+1
New +$139 ﹤0.01% 895

Other funds holding WMS

Vanguard Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WealthTrak Capital Management's WMS Position: Q1 2025 in Review

WealthTrak Capital Management sold out of Advanced Drainage Systems (WMS) in Q1 2025, closing a stake of 1 share — an estimated $116 sold.

WealthTrak Capital Management first reported a position in WMS in Q4 2024 and held it in 1 quarter. The position peaked at $116 in Q4 2024. 460 funds tracked by Wall St. Rank hold WMS as of Q1 2025.

  • WealthTrak Capital Management reported no remaining Advanced Drainage Systems position as of Q1 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 1 Advanced Drainage Systems share in Q1 2025, an estimated $116.
  • WealthTrak Capital Management first reported a position in Advanced Drainage Systems in Q4 2024 and held it in 1 quarter.
  • WealthTrak Capital Management's Advanced Drainage Systems position peaked at $116 in Q4 2024.
  • 460 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q1 2025.

Based on WealthTrak Capital Management's 13F filing for Q1 2025, filed 15 May 2025.