Allen Capital Group’s Waste Management WM Stock Holding History

Allen Capital Group’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
2024 Q1	–	Sell	-1,117	Closed	-$200K	–	210
2023 Q4	$200K	Buy	+1,117	New	+$187K	0.03%	176

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

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Allen Capital Group's WM Position: Q1 2024 in Review

Allen Capital Group sold out of Waste Management (WM) in Q1 2024, closing a stake of 1,117 shares — an estimated $200K sold.

Allen Capital Group first reported a position in WM in Q4 2023 and held it in 1 quarter. The position peaked at $200K in Q4 2023. 1,971 funds tracked by Wall St. Rank hold WM as of Q1 2024.

Allen Capital Group reported no remaining Waste Management position as of Q1 2024 after selling out during the quarter.
Allen Capital Group sold 1,117 Waste Management shares in Q1 2024, an estimated $200K.
Allen Capital Group first reported a position in Waste Management in Q4 2023 and held it in 1 quarter.
Allen Capital Group's Waste Management position peaked at $200K in Q4 2023.
1,971 funds tracked by Wall St. Rank held Waste Management as of Q1 2024.

Based on Allen Capital Group's 13F filing for Q1 2024, filed 15 Apr 2024.