Bickling Financial Services’s Waste Management WM Stock Holding History

Bickling Financial Services’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 Q4	$270K	Buy	1,719 +6	+0.4%	+$965	0.17%	95
2022 Q3	$275K	Buy	1,713 +5	+0.3%	+$825	0.19%	90
2022 Q2	$261K	Buy	1,708 +4	+0.2%	+$627	0.17%	101
2022 Q1	$270K	Buy	1,704 +6	+0.4%	+$910	0.14%	108
2021 Q4	$283K	Buy	1,698 +5	+0.3%	+$804	0.14%	104
2021 Q3	$253K	Buy	1,693 +6	+0.4%	+$898	0.13%	99
2021 Q2	$236K	Buy	1,687 +4	+0.2%	+$553	0.11%	116
2021 Q1	$217K	Buy	+1,683	New	+$197K	0.11%	107

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Bickling Financial Services's WM Position: Q4 2022 in Review

Bickling Financial Services increased its Waste Management (WM) stake by 0.35% in Q4 2022, buying an estimated $965 and bringing the position to 1,719 shares worth $270K. The position accounts for 0.17% of the portfolio, ranked #95.

Bickling Financial Services first reported a position in WM in Q1 2021 and has held it in 8 quarters since. The position peaked at $283K in Q4 2021. 1,738 funds tracked by Wall St. Rank hold WM as of Q4 2022.

Bickling Financial Services held 1,719 shares of Waste Management worth $270K as of Q4 2022.
Bickling Financial Services bought 6 Waste Management shares in Q4 2022, an estimated $965.
Waste Management made up 0.17% of Bickling Financial Services's portfolio in Q4 2022, its #95 holding.
Bickling Financial Services first reported a position in Waste Management in Q1 2021 and has held it in 8 quarters since.
Bickling Financial Services's Waste Management position peaked at $283K in Q4 2021.
1,738 funds tracked by Wall St. Rank held Waste Management as of Q4 2022.

Based on Bickling Financial Services's 13F filing for Q4 2022, filed 31 Jan 2023.