DANA EPIPHANY SMALL CAP EQUITY FUND WMS Holdings History
DANA EPIPHANY SMALL CAP EQUITY FUND's Advanced Drainage Systems Inc Holding Summary
As of 2025-04-30, DANA EPIPHANY SMALL CAP EQUITY FUND held 4,810.00 shares of Advanced Drainage Systems Inc(WMS), totaling $545,890.00. This investment constitutes 2.09% of their stock portfolio, and DANA EPIPHANY SMALL CAP EQUITY FUND now holds 0.01% of the outstanding Advanced Drainage Systems Inc(WMS) stock.
The initial trade took place in 2020Q2. And since then DANA EPIPHANY SMALL CAP EQUITY FUND has made 5 purchases of WMS, at an average price of $72.80, for a total of 9,036.00 shares. In addition, there have been 10 sales at an average price of $105.99 for 4,226.00 shares. Based on historical transaction data and WMS's current price of $115.97, DANA EPIPHANY SMALL CAP EQUITY FUND's estimated gain on his WMS holdings is $347,880.37, reflecting a 52.88% gain to date.
DANA EPIPHANY SMALL CAP EQUITY FUND WMS ($115.97) Holding Chart
DANA EPIPHANY SMALL CAP EQUITY FUND WMS ($115.97) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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