Westfield Capital Management
WMS icon

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

Westfield 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
2023
Q2 		– Sell
-46,440
Closed -$3.91M – 248
2023
Q1 		$3.91M Sell
46,440
-1,147,144
-96% -$101M 0.03% 200
2022
Q4 		$97.8M Sell
1,193,584
-227,859
-16% -$23.1M 0.75% 37
2022
Q3 		$177M Sell
1,421,443
-18,993
-1% -$2.36M 1.4% 10
2022
Q2 		$130M Buy
1,440,436
+166,070
+13% +$17.1M 1.02% 17
2022
Q1 		$151M Buy
1,274,366
+3,001
+0.2% +$356K 0.97% 23
2021
Q4 		$173M Sell
1,271,365
-205,010
-14% -$25.2M 1.03% 18
2021
Q3 		$160M Buy
1,476,375
+34,953
+2% +$4.02M 0.96% 20
2021
Q2 		$168M Sell
1,441,422
-263,759
-15% -$29.3M 1.01% 18
2021
Q1 		$176M Sell
1,705,181
-199,701
-10% -$19.5M 1.1% 15
2020
Q4 		$159M Buy
1,904,882
+167,046
+10% +$11.8M 0.94% 22
2020
Q3 		$109M Buy
1,737,836
+27,604
+2% +$1.49M 0.7% 43
2020
Q2 		$84.5M Buy
1,710,232
+1,069,257
+167% +$43.9M 0.58% 52
2020
Q1 		$18.9M Buy
+640,975
New +$25.9M 0.17% 148

Other funds holding WMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return

Westfield Capital Management's WMS Position: Q2 2023 in Review

Westfield Capital Management sold out of Advanced Drainage Systems (WMS) in Q2 2023, closing a stake of 46,440 shares — an estimated $3.91M sold.

Westfield Capital Management first reported a position in WMS in Q1 2020 and held it in 13 quarters. The position peaked at $177M in Q3 2022. 381 funds tracked by Wall St. Rank hold WMS as of Q2 2023.

  • Westfield Capital Management reported no remaining Advanced Drainage Systems position as of Q2 2023 after selling out during the quarter.
  • Westfield Capital Management sold 46,440 Advanced Drainage Systems shares in Q2 2023, an estimated $3.91M.
  • Westfield Capital Management first reported a position in Advanced Drainage Systems in Q1 2020 and held it in 13 quarters.
  • Westfield Capital Management's Advanced Drainage Systems position peaked at $177M in Q3 2022.
  • 381 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q2 2023.

Based on Westfield Capital Management's 13F filing for Q2 2023, filed 11 Aug 2023.