All Terrain Financial Advisors’s Waste Management WM Stock Holding History

All Terrain Financial Advisors’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
2022 Q3	–	Sell	-1,619	Closed	-$248K	–	87
2022 Q2	$248K	Sell	1,619 -98	-6%	-$15.3K	0.11%	68
2022 Q1	$272K	Sell	1,717 -96	-5%	-$14.6K	0.11%	72
2021 Q4	$303K	Buy	1,813 +2	+0.1%	+$322	0.12%	61
2021 Q3	$271K	Buy	+1,811	New	+$271K	0.12%	65
2020 Q2	–	Sell	-2,935	Closed	-$272K	–	176
2020 Q1	$272K	Hold	2,935	–	–	0.11%	98
2019 Q4	$334K	Buy	2,935 +200	+7%	+$22.6K	0.11%	104
2019 Q3	$315K	Buy	2,735 +100	+4%	+$11.7K	0.11%	110
2019 Q2	$304K	Buy	2,635 +700	+36%	+$76K	0.1%	112
2019 Q1	$201K	Buy	+1,935	New	+$189K	0.07%	161

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

PAMS

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

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

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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

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

All Terrain Financial Advisors's WM Position: Q3 2022 in Review

All Terrain Financial Advisors sold out of Waste Management (WM) in Q3 2022, closing a stake of 1,619 shares — an estimated $248K sold.

All Terrain Financial Advisors first reported a position in WM in Q1 2019 and held it in 9 quarters. The position peaked at $334K in Q4 2019. 1,691 funds tracked by Wall St. Rank hold WM as of Q3 2022.

All Terrain Financial Advisors reported no remaining Waste Management position as of Q3 2022 after selling out during the quarter.
All Terrain Financial Advisors sold 1,619 Waste Management shares in Q3 2022, an estimated $248K.
All Terrain Financial Advisors first reported a position in Waste Management in Q1 2019 and held it in 9 quarters.
All Terrain Financial Advisors's Waste Management position peaked at $334K in Q4 2019.
1,691 funds tracked by Wall St. Rank held Waste Management as of Q3 2022.

Based on All Terrain Financial Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.