ATFA
WM icon

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
2020
Q2 		– Sell
-500
Closed -$46K – 177
2020
Q1 		$46K Buy
+500
New +$57.4K 0.02% 165

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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Lazard Asset Management
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.