9WM
WM icon

9258 Wealth Management’s Waste Management WM Stock Holding History

9258 Wealth Management’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
2024
Q3 		$678K Buy
3,267
+195
+6% +$40.7K 0.1% 164
2024
Q2 		$655K Sell
3,072
-10
-0.3% -$2.08K 0.1% 162
2024
Q1 		$657K Buy
3,082
+3
+0.1% +$590 0.1% 164
2023
Q4 		$551K Sell
3,079
-64
-2% -$10.7K 0.1% 169
2023
Q3 		$479K Sell
3,143
-10
-0.3% -$1.62K 0.09% 181
2023
Q2 		$547K Sell
3,153
-87
-3% -$14.4K 0.1% 170
2023
Q1 		$529K Sell
3,240
-13
-0.4% -$1.99K 0.11% 170
2022
Q4 		$510K Buy
3,253
+80
+3% +$12.9K 0.11% 169
2022
Q3 		$508K Sell
3,173
-15
-0.5% -$2.48K 0.13% 166
2022
Q2 		$488K Buy
3,188
+99
+3% +$15.5K 0.13% 176
2022
Q1 		$490K Sell
3,089
-504
-14% -$76.4K 0.11% 192
2021
Q4 		$600K Buy
3,593
+151
+4% +$24.3K 0.14% 163
2021
Q3 		$514K Hold
3,442
– – 0.14% 163
2021
Q2 		$482K Buy
3,442
+23
+0.7% +$3.18K 0.13% 174
2021
Q1 		$441K Buy
3,419
+457
+15% +$53.4K 0.13% 169
2020
Q4 		$349K Buy
2,962
+266
+10% +$31K 0.11% 200
2020
Q3 		$291K Buy
2,696
+57
+2% +$6.3K 0.11% 203
2020
Q2 		$279K Sell
2,639
-40
-1% -$4.04K 0.11% 215
2020
Q1 		$271K Buy
2,679
+503
+23% +$57.7K 0.12% 201
2019
Q4 		$248K Buy
+2,176
New +$246K 0.09% 241

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

9258 Wealth Management's WM Position: Q3 2024 in Review

9258 Wealth Management increased its Waste Management (WM) stake by 6.3% in Q3 2024, buying an estimated $40.7K and bringing the position to 3,267 shares worth $678K. The position accounts for 0.1% of the portfolio, ranked #164.

9258 Wealth Management first reported a position in WM in Q4 2019 and has held it in 20 quarters since. 1,992 funds tracked by Wall St. Rank hold WM as of Q3 2024.

  • 9258 Wealth Management held 3,267 shares of Waste Management worth $678K as of Q3 2024.
  • 9258 Wealth Management bought 195 Waste Management shares in Q3 2024, an estimated $40.7K.
  • Waste Management made up 0.1% of 9258 Wealth Management's portfolio in Q3 2024, its #164 holding.
  • 9258 Wealth Management first reported a position in Waste Management in Q4 2019 and has held it in 20 quarters since.
  • 1,992 funds tracked by Wall St. Rank held Waste Management as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.