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Blue Zone Wealth Advisors’s Waste Management WM Stock Holding History

Blue Zone 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
2022
Q2 		– Sell
-20,445
Closed -$3.24M – 102
2022
Q1 		$3.24M Sell
20,445
-92
-0.4% -$13.9K 1.21% 32
2021
Q4 		$3.43M Sell
20,537
-19
-0.1% -$3.06K 1.13% 32
2021
Q3 		$3.07M Sell
20,556
-38
-0.2% -$5.69K 1.06% 32
2021
Q2 		$2.88M Sell
20,594
-38
-0.2% -$5.25K 1.08% 32
2021
Q1 		$2.66M Buy
20,632
+5,700
+38% +$666K 1.13% 30
2020
Q4 		$1.76M Buy
14,932
+150
+1% +$17.5K 0.85% 41
2020
Q3 		$1.67M Sell
14,782
-2,806
-16% -$310K 0.94% 30
2020
Q2 		$1.86M Buy
+17,588
New +$1.78M 1.04% 25

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

Blue Zone Wealth Advisors's WM Position: Q2 2022 in Review

Blue Zone Wealth Advisors sold out of Waste Management (WM) in Q2 2022, closing a stake of 20,445 shares — an estimated $3.24M sold.

Blue Zone Wealth Advisors first reported a position in WM in Q2 2020 and held it in 8 quarters. The position peaked at $3.43M in Q4 2021. 1,673 funds tracked by Wall St. Rank hold WM as of Q2 2022.

  • Blue Zone Wealth Advisors reported no remaining Waste Management position as of Q2 2022 after selling out during the quarter.
  • Blue Zone Wealth Advisors sold 20,445 Waste Management shares in Q2 2022, an estimated $3.24M.
  • Blue Zone Wealth Advisors first reported a position in Waste Management in Q2 2020 and held it in 8 quarters.
  • Blue Zone Wealth Advisors's Waste Management position peaked at $3.43M in Q4 2021.
  • 1,673 funds tracked by Wall St. Rank held Waste Management as of Q2 2022.

Based on Blue Zone Wealth Advisors's 13F filing for Q2 2022, filed 13 Jul 2022.