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Bedel Financial Consulting’s Waste Management WM Stock Holding History

Bedel Financial Consulting’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 		– Sell
-600
Closed -$95K – 923
2022
Q1 		$95K Hold
600
– – 0.03% 286
2021
Q4 		$100K Hold
600
– – 0.03% 284
2021
Q3 		$90K Hold
600
– – 0.03% 291
2021
Q2 		$84K Hold
600
– – 0.03% 305
2021
Q1 		$77K Buy
+600
New +$70.1K 0.03% 303

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

Bedel Financial Consulting's WM Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Waste Management (WM) in Q2 2022, closing a stake of 600 shares — an estimated $95K sold.

Bedel Financial Consulting first reported a position in WM in Q1 2021 and held it in 5 quarters. The position peaked at $100K in Q4 2021. 1,673 funds tracked by Wall St. Rank hold WM as of Q2 2022.

  • Bedel Financial Consulting reported no remaining Waste Management position as of Q2 2022 after selling out during the quarter.
  • Bedel Financial Consulting sold 600 Waste Management shares in Q2 2022, an estimated $95K.
  • Bedel Financial Consulting first reported a position in Waste Management in Q1 2021 and held it in 5 quarters.
  • Bedel Financial Consulting's Waste Management position peaked at $100K in Q4 2021.
  • 1,673 funds tracked by Wall St. Rank held Waste Management as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.