AWM
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Altium Wealth Management’s Waste Management WM Stock Holding History

Altium Wealth Management’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
Q2 		$1.27M Buy
8,292
+2,987
+56% +$468K 0.09% 134
2022
Q1 		$841K Buy
5,305
+2,508
+90% +$380K 0.05% 180
2021
Q4 		$467K Buy
2,797
+60
+2% +$9.65K 0.03% 265
2021
Q3 		$409K Hold
2,737
– – 0.03% 261
2021
Q2 		$383K Sell
2,737
-116
-4% -$16K 0.03% 274
2021
Q1 		$368K Sell
2,853
-165
-5% -$19.3K 0.03% 272
2020
Q4 		$356K Buy
3,018
+143
+5% +$16.7K 0.03% 258
2020
Q3 		$325K Buy
2,875
+118
+4% +$13K 0.03% 252
2020
Q2 		$292K Buy
2,757
+170
+7% +$17.2K 0.03% 273
2020
Q1 		$239K Buy
2,587
+514
+25% +$59K 0.03% 261
2019
Q4 		$236K Sell
2,073
-10
-0.5% -$1.13K 0.03% 246
2019
Q3 		$240K Buy
2,083
+131
+7% +$15.3K 0.03% 242
2019
Q2 		$225K Sell
1,952
-107
-5% -$11.6K 0.03% 247
2019
Q1 		$214K Buy
+2,059
New +$201K 0.03% 254

Other funds holding WM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Altium Wealth Management's WM Position: Q2 2022 in Review

Altium Wealth Management increased its Waste Management (WM) stake by 56% in Q2 2022, buying an estimated $468K and bringing the position to 8,292 shares worth $1.27M. The position accounts for 0.09% of the portfolio, ranked #134.

Altium Wealth Management first reported a position in WM in Q1 2019 and has held it in 14 quarters since. 1,673 funds tracked by Wall St. Rank hold WM as of Q2 2022.

  • Altium Wealth Management held 8,292 shares of Waste Management worth $1.27M as of Q2 2022.
  • Altium Wealth Management bought 2,987 Waste Management shares in Q2 2022, an estimated $468K.
  • Waste Management made up 0.09% of Altium Wealth Management's portfolio in Q2 2022, its #134 holding.
  • Altium Wealth Management first reported a position in Waste Management in Q1 2019 and has held it in 14 quarters since.
  • 1,673 funds tracked by Wall St. Rank held Waste Management as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.