Annapolis Financial Services’s Waste Management WM Stock Holding History

Annapolis Financial Services’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 Q3	$67.5K	Hold	325	–	–	0.02%	135
2024 Q2	$69.3K	Hold	325	–	–	0.02%	135
2024 Q1	$69.3K	Hold	325	–	–	0.02%	128
2023 Q4	$58.2K	Hold	325	–	–	0.01%	185
2023 Q3	$49.5K	Buy	325 +93	+40%	+$15K	0.01%	187
2023 Q2	$40.2K	Hold	232	–	–	0.01%	202
2023 Q1	$37.9K	Hold	232	–	–	0.01%	188
2022 Q4	$36.4K	Hold	232	–	–	0.01%	194
2022 Q3	$37K	Hold	232	–	–	0.01%	197
2022 Q2	$35K	Hold	232	–	–	0.01%	203
2022 Q1	$37K	Hold	232	–	–	0.01%	209
2021 Q4	$39K	Hold	232	–	–	0.01%	210
2021 Q3	$35K	Hold	232	–	–	0.01%	200
2021 Q2	$33K	Sell	232 -10	-4%	-$1.38K	0.01%	189
2021 Q1	$31K	Buy	242 +10	+4%	+$1.17K	0.01%	183
2020 Q4	$27K	Buy	+232	New	+$27.1K	0.01%	182

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

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

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Annapolis Financial Services's WM Position: Q3 2024 in Review

Annapolis Financial Services held its Waste Management (WM) position steady in Q3 2024 at 325 shares worth $67.5K. The position accounts for 0.02% of the portfolio, ranked #135.

Annapolis Financial Services first reported a position in WM in Q4 2020 and has held it in 16 quarters since. The position peaked at $69.3K in Q2 2024. 1,992 funds tracked by Wall St. Rank hold WM as of Q3 2024.

Annapolis Financial Services held 325 shares of Waste Management worth $67.5K as of Q3 2024.
Annapolis Financial Services left its Waste Management share count unchanged in Q3 2024.
Waste Management made up 0.02% of Annapolis Financial Services's portfolio in Q3 2024, its #135 holding.
Annapolis Financial Services first reported a position in Waste Management in Q4 2020 and has held it in 16 quarters since.
Annapolis Financial Services's Waste Management position peaked at $69.3K in Q2 2024.
1,992 funds tracked by Wall St. Rank held Waste Management as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.