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West Oak Capital’s Advanced Drainage Systems WMS Stock Holding History

West Oak Capital’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
-175
Closed -$202K – 318
2024
Q4 		$202K Hold
175
– – 0.01% 216
2024
Q3 		$275 Hold
175
– – 0.01% 204
2024
Q2 		$28.1K Buy
175
+100
+133% +$16.7K 0.01% 205
2024
Q1 		$13K Buy
+75
New +$11.3K 0.01% 240

Other funds holding WMS

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

West Oak Capital's WMS Position: Q1 2025 in Review

West Oak Capital sold out of Advanced Drainage Systems (WMS) in Q1 2025, closing a stake of 175 shares — an estimated $202K sold.

West Oak Capital first reported a position in WMS in Q1 2024 and held it in 4 quarters. The position peaked at $202K in Q4 2024. 460 funds tracked by Wall St. Rank hold WMS as of Q1 2025.

  • West Oak Capital reported no remaining Advanced Drainage Systems position as of Q1 2025 after selling out during the quarter.
  • West Oak Capital sold 175 Advanced Drainage Systems shares in Q1 2025, an estimated $202K.
  • West Oak Capital first reported a position in Advanced Drainage Systems in Q1 2024 and held it in 4 quarters.
  • West Oak Capital's Advanced Drainage Systems position peaked at $202K in Q4 2024.
  • 460 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q1 2025.

Based on West Oak Capital's 13F filing for Q1 2025, filed 16 Apr 2025.