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Aspetuck Financial Management’s Waste Management WM Stock Holding History

Aspetuck Financial 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
2025
Q1 		– Sell
-100
Closed -$20.2K – 193
2024
Q4 		$20.2K Buy
+100
New +$21.5K 0.02% 138

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

Aspetuck Financial Management's WM Position: Q1 2025 in Review

Aspetuck Financial Management sold out of Waste Management (WM) in Q1 2025, closing a stake of 100 shares — an estimated $20.2K sold.

Aspetuck Financial Management first reported a position in WM in Q4 2024 and held it in 1 quarter. The position peaked at $20.2K in Q4 2024. 2,201 funds tracked by Wall St. Rank hold WM as of Q1 2025.

  • Aspetuck Financial Management reported no remaining Waste Management position as of Q1 2025 after selling out during the quarter.
  • Aspetuck Financial Management sold 100 Waste Management shares in Q1 2025, an estimated $20.2K.
  • Aspetuck Financial Management first reported a position in Waste Management in Q4 2024 and held it in 1 quarter.
  • Aspetuck Financial Management's Waste Management position peaked at $20.2K in Q4 2024.
  • 2,201 funds tracked by Wall St. Rank held Waste Management as of Q1 2025.

Based on Aspetuck Financial Management's 13F filing for Q1 2025, filed 23 Apr 2025.