BDO Wealth Advisors’s Waste Management WM Stock Holding History

BDO 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
2023 Q2	$277K	Buy	1,596 +80	+5%	+$13.2K	0.03%	226
2023 Q1	$247K	Hold	1,516	–	–	0.03%	231
2022 Q4	$238K	Hold	1,516	–	–	0.03%	240
2022 Q3	$243K	Hold	1,516	–	–	0.03%	230
2022 Q2	$232K	Hold	1,516	–	–	0.03%	237
2022 Q1	$240K	Hold	1,516	–	–	0.03%	246
2021 Q4	$253K	Hold	1,516	–	–	0.03%	254
2021 Q3	$226K	Sell	1,516 -189	-11%	-$28.3K	0.02%	267
2021 Q2	$239K	Hold	1,705	–	–	0.03%	266
2021 Q1	$220K	Buy	+1,705	New	+$199K	0.03%	275
2019 Q1	–	Sell	-150	Closed	-$13K	–	675
2018 Q4	$13K	Hold	150	–	–	﹤0.01%	385
2018 Q3	$14K	Hold	150	–	–	﹤0.01%	430
2018 Q2	$12K	Buy	+150	New	+$12.4K	﹤0.01%	445

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

BDO Wealth Advisors's WM Position: Q2 2023 in Review

BDO Wealth Advisors increased its Waste Management (WM) stake by 5.3% in Q2 2023, buying an estimated $13.2K and bringing the position to 1,596 shares worth $277K. The position accounts for 0.03% of the portfolio, ranked #226.

BDO Wealth Advisors first reported a position in WM in Q2 2018 and has held it in 13 quarters since. 1,770 funds tracked by Wall St. Rank hold WM as of Q2 2023.

BDO Wealth Advisors held 1,596 shares of Waste Management worth $277K as of Q2 2023.
BDO Wealth Advisors bought 80 Waste Management shares in Q2 2023, an estimated $13.2K.
Waste Management made up 0.03% of BDO Wealth Advisors's portfolio in Q2 2023, its #226 holding.
BDO Wealth Advisors first reported a position in Waste Management in Q2 2018 and has held it in 13 quarters since.
1,770 funds tracked by Wall St. Rank held Waste Management as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.