Wms Partners, LLC Purchases and Sells in Q4 2024

Wms Partners, LLC

$1.74 Billion
Q4 2024

Top Buys

Incresed Positions

135 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVUS	105K + 11.1%	$94.36 - $102.06 $9.93M - $10.7M	1.05M $102M
GSLC	64.6K + 7.24%	$111.85 - $120.71 $7.23M - $7.8M	957K $110M
AAPL	6.53K + 2.54%	$221.69 - $259.02 $1.45M - $1.69M	263K $65.9M
VIG	27.6K + 8.47%	N/A	353K $64.3M
GSIE	159K + 5.4%	N/A	3.1M $97.7M
JCPB	174K + 10.44%	$46.07 - $48.17 $8M - $8.36M	1.84M $84.6M

New Holdings

23 operations

Stock	Shares change	Price Range	Shares Held	Trade History
COWZ	16.8K New	$56.06 - $61.35 $944K - $1.03M	16.8K $951K
SPHQ	10.3K New	$65.67 - $69.79 $680K - $722K	10.3K $693K
ANSS	1.32K New	$313.05 - $361.45 $413K - $477K	1.32K $445K
WFC	5.82K New	$54.98 - $77.35 $320K - $450K	5.82K $408K
ET	19.6K New	$16.05 - $19.86 $314K - $388K	19.6K $383K
EFX	1.51K New	$245.03 - $293.5 $369K - $442K	1.51K $383K

Top Sells

Reduced Positions

91 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TROW	-98.9K - 9.34%	$106.48 - $124.69 $10.5M - $12.3M	959K $108M
IJR	-15.8K - 4.04%	$113.92 - $127.38 $1.8M - $2.01M	374K $43.1M
AVDV	-7.11K - 5.03%	$63.85 - $70.4 $454K - $500K	134K $8.74M
JNJ	-953 - 1.6%	$143.34 - $165.86 $137K - $158K	58.5K $8.46M
AGG	-7.04K - 8.54%	$96.64 - $101.23 $681K - $713K	75.4K $7.31M
UBER	-1.77K - 2.94%	$59.93 - $86.34 $106K - $152K	58.3K $3.52M

Activity Summary All Purchases 158 New Holdings 23 Increased Positions 135 All Sells 91 Reductions 91 Sold out 0 Calls 0 Puts 0

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