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Angeles Investment Advisors’s Waste Management WM Stock Holding History

Angeles Investment 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
2025
Q1 		– Sell
-1,256
Closed -$253K – 197
2024
Q4 		$253K Sell
1,256
-102
-8% -$21.9K 0.01% 159
2024
Q3 		$282K Sell
1,358
-61
-4% -$12.7K 0.01% 172
2024
Q2 		$303K Buy
1,419
+61
+4% +$12.7K 0.02% 162
2024
Q1 		$289K Buy
+1,358
New +$267K 0.02% 171
2022
Q1 		– Sell
-2,070
Closed -$345K – 222
2021
Q4 		$345K Sell
2,070
-460
-18% -$74K 0.02% 159
2021
Q3 		$378K Buy
2,530
+500
+25% +$74.8K 0.02% 130
2021
Q2 		$284K Hold
2,030
– – 0.02% 109
2021
Q1 		$262K Hold
2,030
– – 0.02% 96
2020
Q4 		$239K Hold
2,030
– – 0.02% 98
2020
Q3 		$230K Buy
2,030
+30
+2% +$3.31K 0.03% 93
2020
Q2 		$212K Sell
2,000
-634
-24% -$64K 0.03% 99
2020
Q1 		$266K Sell
2,634
-2,851
-52% -$327K 0.07% 77
2019
Q4 		$625K Buy
5,485
+750
+16% +$84.7K 0.13% 48
2019
Q3 		$545K Sell
4,735
-400
-8% -$46.7K 0.12% 44
2019
Q2 		$592K Buy
5,135
+49
+1% +$5.32K 0.15% 35
2019
Q1 		$528K Buy
5,086
+2,500
+97% +$244K 0.5% 24
2018
Q4 		$230K Buy
+2,586
New +$232K 0.2% 29

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Angeles Investment Advisors's WM Position: Q1 2025 in Review

Angeles Investment Advisors sold out of Waste Management (WM) in Q1 2025, closing a stake of 1,256 shares — an estimated $253K sold.

Angeles Investment Advisors first reported a position in WM in Q4 2018 and held it in 17 quarters. The position peaked at $625K in Q4 2019. 2,201 funds tracked by Wall St. Rank hold WM as of Q1 2025.

  • Angeles Investment Advisors reported no remaining Waste Management position as of Q1 2025 after selling out during the quarter.
  • Angeles Investment Advisors sold 1,256 Waste Management shares in Q1 2025, an estimated $253K.
  • Angeles Investment Advisors first reported a position in Waste Management in Q4 2018 and held it in 17 quarters.
  • Angeles Investment Advisors's Waste Management position peaked at $625K in Q4 2019.
  • 2,201 funds tracked by Wall St. Rank held Waste Management as of Q1 2025.

Based on Angeles Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.