Virtus KAR Small-Mid Cap Growth Fund WMS Holdings History
Virtus KAR Small-Mid Cap Growth Fund's Advanced Drainage Systems Inc Holding Summary
As of 2025-03-31, VIRTUS EQUITY TRUST held 1,591.00 shares of Advanced Drainage Systems Inc(WMS), totaling $172,860.00. This investment constitutes 2.4% of their stock portfolio, and VIRTUS EQUITY TRUST now holds 0% of the outstanding Advanced Drainage Systems Inc(WMS) stock.
The initial trade took place in 2024Q1. And since then Virtus KAR Small-Mid Cap Growth Fund has made 3 purchases of WMS, at an average price of $145.25, for a total of 1,697.00 shares. In addition, there have been 2 sales at an average price of $140.89 for 106.00 shares. Based on historical transaction data and WMS's current price of $115.82, Virtus KAR Small-Mid Cap Growth Fund's estimated gain on his WMS holdings is $-47,282.13, reflecting a -19.18% gain to date.
Virtus KAR Small-Mid Cap Growth Fund WMS ($115.82) Holding Chart
Virtus KAR Small-Mid Cap Growth Fund WMS ($115.82) 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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