BRWM
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B. Riley Wealth Management’s Waste Management WM Stock Holding History

B. Riley Wealth 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
2022
Q2 		$31.1K Sell
26,328
-6,316
-19% -$989K 0.04% 89
2022
Q1 		$5.17M Buy
32,644
+881
+3% +$134K 0.4% 64
2021
Q4 		$5.3M Buy
31,763
+1,572
+5% +$253K 0.37% 66
2021
Q3 		$4.51M Buy
30,191
+342
+1% +$51.2K 0.35% 72
2021
Q2 		$4.18M Buy
29,849
+6,067
+26% +$839K 0.46% 56
2021
Q1 		$3.07M Buy
+23,782
New +$2.78M 0.36% 74
2020
Q4 		– Sell
-22,382
Closed -$2.53M – 469
2020
Q3 		$2.53M Buy
22,382
+561
+3% +$62K 0.3% 78
2020
Q2 		$2.31M Sell
21,821
-1,970
-8% -$199K 0.25% 96
2020
Q1 		$2.2M Buy
23,791
+20,933
+732% +$2.4M 0.23% 105
2019
Q4 		$326K Sell
2,858
-845
-23% -$95.4K 0.05% 276
2019
Q3 		$426K Sell
3,703
-913
-20% -$107K 0.07% 225
2019
Q2 		$533 Buy
4,616
+664
+17% +$72K 0.08% 200
2019
Q1 		$411K Buy
+3,952
New +$386K 0.07% 239
2015
Q3 		– Sell
-1,589
Closed -$73K – 755
2015
Q2 		$73K Sell
1,589
-2,400
-60% -$121K 0.06% 334
2015
Q1 		$216K Hold
3,989
– – 0.16% 189
2014
Q4 		$204K Buy
3,989
+1,400
+54% +$68.2K 0.17% 156
2014
Q3 		$123K Hold
2,589
– – 0.09% 265
2014
Q2 		$115K Hold
2,589
– – 0.07% 325
2014
Q1 		$109K Buy
+2,589
New +$108K 0.08% 296

Other funds holding WM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

B. Riley Wealth Management's WM Position: Q2 2022 in Review

B. Riley Wealth Management reduced its Waste Management (WM) stake by 19% in Q2 2022, selling an estimated $989K and leaving 26,328 shares worth $31.1K. The position accounts for 0.04% of the portfolio, ranked #89.

B. Riley Wealth Management first reported a position in WM in Q1 2014 and has held it in 19 quarters since. The position peaked at $5.3M in Q4 2021. 1,673 funds tracked by Wall St. Rank hold WM as of Q2 2022.

  • B. Riley Wealth Management held 26,328 shares of Waste Management worth $31.1K as of Q2 2022.
  • B. Riley Wealth Management sold 6,316 Waste Management shares in Q2 2022, an estimated $989K.
  • Waste Management made up 0.04% of B. Riley Wealth Management's portfolio in Q2 2022, its #89 holding.
  • B. Riley Wealth Management first reported a position in Waste Management in Q1 2014 and has held it in 19 quarters since.
  • B. Riley Wealth Management's Waste Management position peaked at $5.3M in Q4 2021.
  • 1,673 funds tracked by Wall St. Rank held Waste Management as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.