AWM
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Accel Wealth Management’s Waste Management WM Stock Holding History

Accel 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
2023
Q2 		– Sell
-408
Closed -$66.5K – 881
2023
Q1 		$66.5K Hold
408
– – 0.03% 415
2022
Q4 		$63.9K Hold
408
– – 0.03% 321
2022
Q3 		$69K Hold
408
– – 0.04% 312
2022
Q2 		$62K Hold
408
– – 0.04% 314
2022
Q1 		$65K Sell
408
-60
-13% -$9.1K 0.03% 320
2021
Q4 		$78K Hold
468
– – 0.04% 304
2021
Q3 		$70K Hold
468
– – 0.05% 274
2021
Q2 		$66K Buy
468
+76
+19% +$10.5K 0.04% 293
2021
Q1 		$51K Buy
392
+60
+18% +$7.01K 0.04% 313
2020
Q4 		$39K Buy
+332
New +$38.7K 0.04% 342

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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Accel Wealth Management's WM Position: Q2 2023 in Review

Accel Wealth Management sold out of Waste Management (WM) in Q2 2023, closing a stake of 408 shares — an estimated $66.5K sold.

Accel Wealth Management first reported a position in WM in Q4 2020 and held it in 10 quarters. The position peaked at $78K in Q4 2021. 1,770 funds tracked by Wall St. Rank hold WM as of Q2 2023.

  • Accel Wealth Management reported no remaining Waste Management position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 408 Waste Management shares in Q2 2023, an estimated $66.5K.
  • Accel Wealth Management first reported a position in Waste Management in Q4 2020 and held it in 10 quarters.
  • Accel Wealth Management's Waste Management position peaked at $78K in Q4 2021.
  • 1,770 funds tracked by Wall St. Rank held Waste Management as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.