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Abacus Wealth Partners’s Waste Management WM Stock Holding History

Abacus Wealth Partners’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
2023
Q3 		– Sell
-1,491
Closed -$259K – 90
2023
Q2 		$259K Sell
1,491
-7
-0.5% -$1.16K 0.08% 70
2023
Q1 		$252K Buy
+1,498
New +$229K 0.08% 74

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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Abacus Wealth Partners's WM Position: Q3 2023 in Review

Abacus Wealth Partners sold out of Waste Management (WM) in Q3 2023, closing a stake of 1,491 shares — an estimated $259K sold.

Abacus Wealth Partners first reported a position in WM in Q1 2023 and held it in 2 quarters. The position peaked at $259K in Q2 2023. 1,743 funds tracked by Wall St. Rank hold WM as of Q3 2023.

  • Abacus Wealth Partners reported no remaining Waste Management position as of Q3 2023 after selling out during the quarter.
  • Abacus Wealth Partners sold 1,491 Waste Management shares in Q3 2023, an estimated $259K.
  • Abacus Wealth Partners first reported a position in Waste Management in Q1 2023 and held it in 2 quarters.
  • Abacus Wealth Partners's Waste Management position peaked at $259K in Q2 2023.
  • 1,743 funds tracked by Wall St. Rank held Waste Management as of Q3 2023.

Based on Abacus Wealth Partners's 13F filing for Q3 2023, filed 13 Nov 2023.