Affiance Financial’s Waste Management WM Stock Holding History

Affiance Financial’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 Q1	–	Sell	-8	Closed	-$1.25K	–	414
2022 Q4	$1.25K	Buy	+8	New	+$1.29K	﹤0.01%	393

Other funds holding WM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Affiance Financial's WM Position: Q1 2023 in Review

Affiance Financial sold out of Waste Management (WM) in Q1 2023, closing a stake of 8 shares — an estimated $1.25K sold.

Affiance Financial first reported a position in WM in Q4 2022 and held it in 1 quarter. The position peaked at $1.25K in Q4 2022. 1,732 funds tracked by Wall St. Rank hold WM as of Q1 2023.

Affiance Financial reported no remaining Waste Management position as of Q1 2023 after selling out during the quarter.
Affiance Financial sold 8 Waste Management shares in Q1 2023, an estimated $1.25K.
Affiance Financial first reported a position in Waste Management in Q4 2022 and held it in 1 quarter.
Affiance Financial's Waste Management position peaked at $1.25K in Q4 2022.
1,732 funds tracked by Wall St. Rank held Waste Management as of Q1 2023.

Based on Affiance Financial's 13F filing for Q1 2023, filed 18 Apr 2023.