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1834 Investment Advisors’s Waste Management WM Stock Holding History

1834 Investment Advisors’s Portfolio WM Stock Details WM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-449
Closed -$69K – 452
2022
Q2 		$69K Sell
449
-1,210
-73% -$190K 0.01% 249
2022
Q1 		$263K Sell
1,659
-135
-8% -$20.5K 0.03% 168
2021
Q4 		$299K Hold
1,794
– – 0.03% 160
2021
Q3 		$268K Sell
1,794
-34,500
-95% -$5.16M 0.03% 172
2021
Q2 		$5.08M Sell
36,294
-1,077
-3% -$149K 0.61% 56
2021
Q1 		$4.82M Sell
37,371
-161
-0.4% -$18.8K 0.62% 53
2020
Q4 		$4.43M Sell
37,532
-41
-0.1% -$4.78K 0.59% 55
2020
Q3 		$4.25M Sell
37,573
-128
-0.3% -$14.1K 0.62% 52
2020
Q2 		$3.99M Buy
37,701
+3,820
+11% +$386K 0.63% 50
2020
Q1 		$3.14M Buy
33,881
+33,781
+33,781% +$3.87M 0.6% 51
2019
Q4 		$11K Hold
100
– – ﹤0.01% 375
2019
Q3 		$12K Sell
100
-465
-82% -$54.3K ﹤0.01% 368
2019
Q2 		$65K Sell
565
-203
-26% -$22K 0.01% 261
2019
Q1 		$80K Hold
768
– – 0.01% 242
2018
Q4 		$68K Hold
768
– – 0.01% 245
2018
Q3 		$69K Hold
768
– – 0.01% 260
2018
Q2 		$63K Buy
768
+203
+36% +$16.8K 0.01% 258
2018
Q1 		$48K Buy
+565
New +$48.5K 0.01% 278

Other funds holding WM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

1834 Investment Advisors's WM Position: Q3 2022 in Review

1834 Investment Advisors sold out of Waste Management (WM) in Q3 2022, closing a stake of 449 shares — an estimated $69K sold.

1834 Investment Advisors first reported a position in WM in Q1 2018 and held it in 18 quarters. The position peaked at $5.08M in Q2 2021. 1,692 funds tracked by Wall St. Rank hold WM as of Q3 2022.

  • 1834 Investment Advisors reported no remaining Waste Management position as of Q3 2022 after selling out during the quarter.
  • 1834 Investment Advisors sold 449 Waste Management shares in Q3 2022, an estimated $69K.
  • 1834 Investment Advisors first reported a position in Waste Management in Q1 2018 and held it in 18 quarters.
  • 1834 Investment Advisors's Waste Management position peaked at $5.08M in Q2 2021.
  • 1,692 funds tracked by Wall St. Rank held Waste Management as of Q3 2022.

Based on 1834 Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.