Wms Partners, LLC Purchases and Sells in Q1 2024

Wms Partners, LLC

$1.4 Billion
Q1 2024

Top Buys

Incresed Positions

106 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GSLC	73K + 10.5%	$92.24 - $103.91 $6.74M - $7.59M	769K $79.8M
AVUS	79.6K + 10.95%	$79.93 - $89.5 $6.36M - $7.12M	806K $72.2M
HTRB	300K + 26.03%	$33.37 - $34.14 $10M - $10.2M	1.45M $49M
AVDE	59.9K + 3.59%	$58.3 - $63.83 $3.49M - $3.83M	1.73M $110M
JCPB	189K + 17.94%	$46.0 - $47.18 $8.69M - $8.91M	1.24M $57.9M
VIG	23.6K + 9.32%	$168.47 - $182.98 $3.98M - $4.32M	277K $50.6M

New Holdings

25 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PRU	9.55K New	$101.84 - $117.4 $972K - $1.12M	9.55K $1.12M
T	26.4K New	$16.23 - $18.04 $428K - $476K	26.4K $464K
NEM	10.9K New	$29.86 - $40.91 $326K - $447K	10.9K $391K
GGAL	14K New	$15.49 - $26.15 $217K - $366K	14K $355K
PSQ	40K New	$8.7 - $9.8 $348K - $392K	40K $350K
TSM	2.28K New	$99.13 - $149.2 $226K - $340K	2.28K $309K

Top Sells

Reduced Positions

84 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-21.3K - 9.26%	$169.0 - $195.18 $3.6M - $4.15M	209K $35.8M
TROW	-91.5K - 20.07%	$104.74 - $121.92 $9.59M - $11.2M	364K $44.4M
RYT	-2.53K - 1.8%	$0.0 - $32.98 $0 - $83.4K	138K $0
VT	-18.2K - 14.73%	$100.68 - $110.5 $1.83M - $2.01M	105K $11.6M
AXSM	-10K - 19.72%	$69.39 - $97.64 $694K - $976K	40.7K $3.25M
VCSH	-6.69K - 13.52%	$76.87 - $77.64 $514K - $520K	42.8K $3.31M

Activity Summary All Purchases 131 New Holdings 25 Increased Positions 106 All Sells 84 Reductions 84 Sold out 0 Calls 0 Puts 0

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