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Abbot Financial Management’s Waste Management WM Stock Holding History

Abbot Financial 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
Q2 		– Sell
-940
Closed -$200K – 129
2024
Q1 		$200K Buy
+940
New +$185K 0.11% 120
2022
Q1 		– Sell
-1,300
Closed -$217K – 140
2021
Q4 		$217K Buy
+1,300
New +$209K 0.1% 129

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Abbot Financial Management's WM Position: Q2 2024 in Review

Abbot Financial Management sold out of Waste Management (WM) in Q2 2024, closing a stake of 940 shares — an estimated $200K sold.

Abbot Financial Management first reported a position in WM in Q4 2021 and held it in 2 quarters. The position peaked at $217K in Q4 2021. 1,998 funds tracked by Wall St. Rank hold WM as of Q2 2024.

  • Abbot Financial Management reported no remaining Waste Management position as of Q2 2024 after selling out during the quarter.
  • Abbot Financial Management sold 940 Waste Management shares in Q2 2024, an estimated $200K.
  • Abbot Financial Management first reported a position in Waste Management in Q4 2021 and held it in 2 quarters.
  • Abbot Financial Management's Waste Management position peaked at $217K in Q4 2021.
  • 1,998 funds tracked by Wall St. Rank held Waste Management as of Q2 2024.

Based on Abbot Financial Management's 13F filing for Q2 2024, filed 9 Aug 2024.