BKM Wealth Management’s Waste Management WM Stock Holding History

BKM 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
2024 Q2	–	Sell	-475	Closed	-$101K	–	200
2024 Q1	$101K	Buy	475 +69	+17%	+$13.6K	0.04%	181
2023 Q4	$72.7K	Buy	+406	New	+$68.1K	0.03%	227

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

Norges Bank Oslo, Norway $935B AUM

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BKM Wealth Management's WM Position: Q2 2024 in Review

BKM Wealth Management sold out of Waste Management (WM) in Q2 2024, closing a stake of 475 shares — an estimated $101K sold.

BKM Wealth Management first reported a position in WM in Q4 2023 and held it in 2 quarters. The position peaked at $101K in Q1 2024. 1,998 funds tracked by Wall St. Rank hold WM as of Q2 2024.

BKM Wealth Management reported no remaining Waste Management position as of Q2 2024 after selling out during the quarter.
BKM Wealth Management sold 475 Waste Management shares in Q2 2024, an estimated $101K.
BKM Wealth Management first reported a position in Waste Management in Q4 2023 and held it in 2 quarters.
BKM Wealth Management's Waste Management position peaked at $101K in Q1 2024.
1,998 funds tracked by Wall St. Rank held Waste Management as of Q2 2024.

Based on BKM Wealth Management's 13F filing for Q2 2024, filed 24 Jul 2024.