Number of Shares
1,591.00
Current Holdings Value*
$172,860.00
% of Portfolio
2.4%
Total Estimate Gain
$-42,206.84
% of Total Estimate Gain
-17.12%

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 $119.01, Virtus KAR Small-Mid Cap Growth Fund's estimated gain on his WMS holdings is $-42,206.84, reflecting a -17.12% gain to date.

Virtus KAR Small-Mid Cap Growth Fund WMS ($119.01) Holding Chart

Virtus KAR Small-Mid Cap Growth Fund WMS ($119.01) 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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