Atlas Private Wealth Advisors’s Waste Management WM Stock Holding History

Atlas Private Wealth 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
2024 Q1	–	Sell	-1,200	Closed	-$215K	–	165
2023 Q4	$215K	Buy	+1,200	New	+$201K	0.04%	149
2023 Q3	–	Sell	-1,198	Closed	-$208K	–	195
2023 Q2	$208K	Buy	+1,198	New	+$198K	0.04%	170
2021 Q4	–	Sell	-570	Closed	-$85K	–	709
2021 Q3	$85K	Buy	570 +1	+0.2%	+$150	0.04%	188
2021 Q2	$80K	Buy	569 +1	+0.2%	+$138	0.04%	186
2021 Q1	$73K	Buy	568 +1	+0.2%	+$117	0.04%	196
2020 Q4	$67K	Buy	567 +82	+17%	+$9.56K	0.04%	190
2020 Q3	$55K	Hold	485	–	–	0.05%	195
2020 Q2	$51K	Buy	+485	New	+$49K	0.05%	200

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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Atlas Private Wealth Advisors's WM Position: Q1 2024 in Review

Atlas Private Wealth Advisors sold out of Waste Management (WM) in Q1 2024, closing a stake of 1,200 shares — an estimated $215K sold.

Atlas Private Wealth Advisors first reported a position in WM in Q2 2020 and held it in 8 quarters. The position peaked at $215K in Q4 2023. 1,970 funds tracked by Wall St. Rank hold WM as of Q1 2024.

Atlas Private Wealth Advisors reported no remaining Waste Management position as of Q1 2024 after selling out during the quarter.
Atlas Private Wealth Advisors sold 1,200 Waste Management shares in Q1 2024, an estimated $215K.
Atlas Private Wealth Advisors first reported a position in Waste Management in Q2 2020 and held it in 8 quarters.
Atlas Private Wealth Advisors's Waste Management position peaked at $215K in Q4 2023.
1,970 funds tracked by Wall St. Rank held Waste Management as of Q1 2024.

Based on Atlas Private Wealth Advisors's 13F filing for Q1 2024, filed 6 May 2024.