Axiom Advisory’s Waste Management WM Stock Holding History

Axiom Advisory’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	$4.2M	Buy	20,160 +650	+3%	+$136K	0.04%	66
2024 Q2	$4.06M	Buy	+19,510	New	+$4.06M	0.04%	64

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

Axiom Advisory's WM Position: Q3 2024 in Review

Axiom Advisory increased its Waste Management (WM) stake by 3.3% in Q3 2024, buying an estimated $136K and bringing the position to 20,160 shares worth $4.2M. The position accounts for 0.04% of the portfolio, ranked #66.

Axiom Advisory first reported a position in WM in Q2 2024 and has held it in 2 quarters since. 1,992 funds tracked by Wall St. Rank hold WM as of Q3 2024.

Axiom Advisory held 20,160 shares of Waste Management worth $4.2M as of Q3 2024.
Axiom Advisory bought 650 Waste Management shares in Q3 2024, an estimated $136K.
Waste Management made up 0.04% of Axiom Advisory's portfolio in Q3 2024, its #66 holding.
Axiom Advisory first reported a position in Waste Management in Q2 2024 and has held it in 2 quarters since.
1,992 funds tracked by Wall St. Rank held Waste Management as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.