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Barber Financial Group’s Waste Management WM Stock Holding History

Barber Financial Group’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
2023
Q1 		$329K Sell
2,013
-968
-32% -$148K 0.06% 98
2022
Q4 		$468K Buy
2,981
+41
+1% +$6.6K 0.13% 74
2022
Q3 		$471K Sell
2,940
-581
-17% -$95.9K 0.14% 69
2022
Q2 		$539K Buy
+3,521
New +$551K 0.09% 66

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Barber Financial Group's WM Position: Q1 2023 in Review

Barber Financial Group reduced its Waste Management (WM) stake by 32% in Q1 2023, selling an estimated $148K and leaving 2,013 shares worth $329K. The position accounts for 0.06% of the portfolio, ranked #98.

Barber Financial Group first reported a position in WM in Q2 2022 and has held it in 4 quarters since. The position peaked at $539K in Q2 2022. 1,732 funds tracked by Wall St. Rank hold WM as of Q1 2023.

  • Barber Financial Group held 2,013 shares of Waste Management worth $329K as of Q1 2023.
  • Barber Financial Group sold 968 Waste Management shares in Q1 2023, an estimated $148K.
  • Waste Management made up 0.06% of Barber Financial Group's portfolio in Q1 2023, its #98 holding.
  • Barber Financial Group first reported a position in Waste Management in Q2 2022 and has held it in 4 quarters since.
  • Barber Financial Group's Waste Management position peaked at $539K in Q2 2022.
  • 1,732 funds tracked by Wall St. Rank held Waste Management as of Q1 2023.

Based on Barber Financial Group's 13F filing for Q1 2023, filed 4 May 2023.