AWM
WM icon

Accurate Wealth Management’s Waste Management WM Stock Holding History

Accurate 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
2026
Q2 		$560K Sell
2,401
-51
-2% -$11.3K 0.05% 325
2026
Q1 		$563K Buy
2,452
+208
+9% +$47.8K 0.07% 291
2025
Q4 		$496K Sell
2,244
-245
-10% -$52.2K 0.06% 302
2025
Q3 		$543K Sell
2,489
-11,032
-82% -$2.48M 0.07% 280
2025
Q2 		$3.05M Sell
13,521
-60
-0.4% -$13.9K 0.47% 45
2025
Q1 		$3.12M Sell
13,581
-675
-5% -$149K 0.59% 39
2024
Q4 		$2.95M Sell
14,256
-233
-2% -$50K 0.57% 42
2024
Q3 		$3.1M Sell
14,489
-611
-4% -$127K 0.62% 40
2024
Q2 		$3.26M Buy
15,100
+307
+2% +$63.8K 0.78% 30
2024
Q1 		$3.06M Sell
14,793
-53
-0.4% -$10.4K 0.89% 29
2023
Q4 		$2.66M Sell
14,846
-614
-4% -$103K 0.83% 29
2023
Q3 		$2.47M Buy
+15,460
New +$2.5M 0.78% 35
2023
Q1 		– Sell
-1,129
Closed -$175K – 1466
2022
Q4 		$175K Sell
1,129
-162
-13% -$26.1K 0.06% 227
2022
Q3 		$203K Sell
1,291
-10,723
-89% -$1.77M 0.08% 179
2022
Q2 		$1.84M Buy
12,014
+1,041
+9% +$163K 1% 15
2022
Q1 		$1.74M Buy
10,973
+7,335
+202% +$1.11M 0.78% 23
2021
Q4 		$585K Buy
3,638
+57
+2% +$9.16K 0.48% 57
2021
Q3 		$557K Buy
3,581
+458
+15% +$68.5K 0.48% 56
2021
Q2 		$438K Buy
+3,123
New +$432K 0.39% 67

Other funds holding WM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $1.6B AUM 23.66% 1-Year Est. Return