ZIM
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Zacks Investment Management’s Advanced Drainage Systems WMS Stock Holding History

Zacks Investment 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
2024
Q4 		– Sell
-17,140
Closed -$2.69M – 782
2024
Q3 		$2.69M Buy
+17,140
New +$2.68M 0.02% 296
2022
Q4 		– Sell
-23,703
Closed -$2.95M – 670
2022
Q3 		$2.95M Buy
+23,703
New +$2.95M 0.05% 225
2022
Q1 		– Sell
-10,162
Closed -$1.38M – 673
2021
Q4 		$1.38M Sell
10,162
-5,780
-36% -$711K 0.02% 342
2021
Q3 		$1.73M Sell
15,942
-5,755
-27% -$662K 0.03% 307
2021
Q2 		$2.53M Buy
21,697
+7,943
+58% +$882K 0.04% 259
2021
Q1 		$1.42M Sell
13,754
-8
-0.1% -$782 0.03% 322
2020
Q4 		$1.15M Buy
13,762
+7,459
+118% +$528K 0.02% 329
2020
Q3 		$394K Buy
+6,303
New +$341K 0.01% 425

Other funds holding WMS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Zacks Investment Management's WMS Position: Q4 2024 in Review

Zacks Investment Management sold out of Advanced Drainage Systems (WMS) in Q4 2024, closing a stake of 17,140 shares — an estimated $2.69M sold.

Zacks Investment Management first reported a position in WMS in Q3 2020 and held it in 8 quarters. The position peaked at $2.95M in Q3 2022. 464 funds tracked by Wall St. Rank hold WMS as of Q4 2024.

  • Zacks Investment Management reported no remaining Advanced Drainage Systems position as of Q4 2024 after selling out during the quarter.
  • Zacks Investment Management sold 17,140 Advanced Drainage Systems shares in Q4 2024, an estimated $2.69M.
  • Zacks Investment Management first reported a position in Advanced Drainage Systems in Q3 2020 and held it in 8 quarters.
  • Zacks Investment Management's Advanced Drainage Systems position peaked at $2.95M in Q3 2022.
  • 464 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q4 2024.

Based on Zacks Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.