Zeke Capital Advisors’s Advanced Drainage Systems WMS Stock Holding History

Zeke Capital 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	-4,231	Closed	-$526K	–	548
2022 Q3	$526K	Hold	4,231	–	–	0.04%	205
2022 Q2	$381K	Hold	4,231	–	–	0.03%	262
2022 Q1	$503K	Buy	4,231 +937	+28%	+$111K	0.03%	232
2021 Q4	$448K	Sell	3,294 -441	-12%	-$54.2K	0.03%	163
2021 Q3	$404K	Sell	3,735 -100	-3%	-$11.5K	0.02%	172
2021 Q2	$447K	Sell	3,835 -593	-13%	-$65.8K	0.03%	161
2021 Q1	$458K	Sell	4,428 -521	-11%	-$50.9K	0.03%	146
2020 Q4	$414K	Buy	4,949 +582	+13%	+$41.2K	0.03%	145
2020 Q3	$273K	Hold	4,367	–	–	0.03%	172
2020 Q2	$216K	Buy	+4,367	New	+$179K	0.04%	181

Other funds holding WMS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Berkshire Partners Boston, Massachusetts $5.53M AUM 55.51% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return

Zeke Capital Advisors's WMS Position: Q4 2022 in Review

Zeke Capital Advisors sold out of Advanced Drainage Systems (WMS) in Q4 2022, closing a stake of 4,231 shares — an estimated $526K sold.

Zeke Capital Advisors first reported a position in WMS in Q2 2020 and held it in 10 quarters. The position peaked at $526K in Q3 2022. 368 funds tracked by Wall St. Rank hold WMS as of Q4 2022.

Zeke Capital Advisors reported no remaining Advanced Drainage Systems position as of Q4 2022 after selling out during the quarter.
Zeke Capital Advisors sold 4,231 Advanced Drainage Systems shares in Q4 2022, an estimated $526K.
Zeke Capital Advisors first reported a position in Advanced Drainage Systems in Q2 2020 and held it in 10 quarters.
Zeke Capital Advisors's Advanced Drainage Systems position peaked at $526K in Q3 2022.
368 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q4 2022.

Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.