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Alterity Financial Group’s Waste Management WM Stock Holding History

Alterity Financial 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
2023
Q4 		$275K Buy
1,533
+15
+1% +$2.52K 0.39% 58
2023
Q3 		$231K Buy
1,518
+21
+1% +$3.4K 0.37% 64
2023
Q2 		$260K Buy
1,497
+45
+3% +$7.44K 0.38% 63
2023
Q1 		$237K Buy
+1,452
New +$222K 0.35% 69

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Alterity Financial Group's WM Position: Q4 2023 in Review

Alterity Financial Group increased its Waste Management (WM) stake by 0.99% in Q4 2023, buying an estimated $2.52K and bringing the position to 1,533 shares worth $275K. The position accounts for 0.39% of the portfolio, ranked #58.

Alterity Financial Group first reported a position in WM in Q1 2023 and has held it in 4 quarters since. 1,868 funds tracked by Wall St. Rank hold WM as of Q4 2023.

  • Alterity Financial Group held 1,533 shares of Waste Management worth $275K as of Q4 2023.
  • Alterity Financial Group bought 15 Waste Management shares in Q4 2023, an estimated $2.52K.
  • Waste Management made up 0.39% of Alterity Financial Group's portfolio in Q4 2023, its #58 holding.
  • Alterity Financial Group first reported a position in Waste Management in Q1 2023 and has held it in 4 quarters since.
  • 1,868 funds tracked by Wall St. Rank held Waste Management as of Q4 2023.

Based on Alterity Financial Group's 13F filing for Q4 2023, filed 18 Jan 2024.