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YHB Investment Advisors’s Advanced Drainage Systems WMS Stock Holding History

YHB Investment Advisors’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
2022
Q4 		– Sell
-1,737
Closed -$216K – 291
2022
Q3 		$216K Buy
+1,737
New +$216K 0.02% 264
2022
Q2 		– Sell
-1,737
Closed -$206K – 301
2022
Q1 		$206K Hold
1,737
– – 0.02% 292
2021
Q4 		$236K Buy
+1,737
New +$214K 0.02% 298
2021
Q3 		– Sell
-1,756
Closed -$205K – 310
2021
Q2 		$205K Buy
+1,756
New +$195K 0.02% 297

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
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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BP
Berkshire Partners Boston, Massachusetts $4.96M AUM 59.38% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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

YHB Investment Advisors's WMS Position: Q4 2022 in Review

YHB Investment Advisors sold out of Advanced Drainage Systems (WMS) in Q4 2022, closing a stake of 1,737 shares — an estimated $216K sold.

YHB Investment Advisors first reported a position in WMS in Q2 2021 and held it in 4 quarters. The position peaked at $236K in Q4 2021. 366 funds tracked by Wall St. Rank hold WMS as of Q4 2022.

  • YHB Investment Advisors reported no remaining Advanced Drainage Systems position as of Q4 2022 after selling out during the quarter.
  • YHB Investment Advisors sold 1,737 Advanced Drainage Systems shares in Q4 2022, an estimated $216K.
  • YHB Investment Advisors first reported a position in Advanced Drainage Systems in Q2 2021 and held it in 4 quarters.
  • YHB Investment Advisors's Advanced Drainage Systems position peaked at $236K in Q4 2021.
  • 366 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q4 2022.

Based on YHB Investment Advisors's 13F filing for Q4 2022, filed 12 Jan 2023.