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Ahrens Investment Partners’s Waste Management WM Stock Holding History

Ahrens Investment 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
Q1 		$107K Buy
+653
New +$100K 0.05% 215
2022
Q3 		– Sell
-653
Closed -$100K – 922
2022
Q2 		$100K Hold
653
– – 0.04% 228
2022
Q1 		$103K Sell
653
-97
-13% -$14.7K 0.03% 265
2021
Q4 		$125K Buy
+750
New +$121K 0.06% 253

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
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
Lazard Asset Management
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

Ahrens Investment Partners's WM Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Waste Management (WM) in Q1 2023: 653 shares worth $107K. The stake represents 0.05% of the portfolio and ranks #215 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in WM as recently as Q2 2022.

Ahrens Investment Partners first reported a position in WM in Q4 2021 and has held it in 4 quarters since. The position peaked at $125K in Q4 2021. 1,732 funds tracked by Wall St. Rank hold WM as of Q1 2023.

  • Ahrens Investment Partners held 653 shares of Waste Management worth $107K as of Q1 2023.
  • Waste Management was a new Ahrens Investment Partners position in Q1 2023.
  • Waste Management made up 0.05% of Ahrens Investment Partners's portfolio in Q1 2023, its #215 holding.
  • Ahrens Investment Partners first reported a position in Waste Management in Q4 2021 and has held it in 4 quarters since.
  • Ahrens Investment Partners's Waste Management position peaked at $125K in Q4 2021.
  • 1,732 funds tracked by Wall St. Rank held Waste Management as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.