Brass Tax Wealth Management’s Waste Management WM Stock Holding History

Brass Tax 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 Q3	–	Sell	-1,469	Closed	-$313K	–	240
2024 Q2	$313K	Buy	+1,469	New	+$305K	0.06%	129

Other funds holding WM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Brass Tax Wealth Management's WM Position: Q3 2024 in Review

Brass Tax Wealth Management sold out of Waste Management (WM) in Q3 2024, closing a stake of 1,469 shares — an estimated $313K sold.

Brass Tax Wealth Management first reported a position in WM in Q2 2024 and held it in 1 quarter. The position peaked at $313K in Q2 2024. 1,995 funds tracked by Wall St. Rank hold WM as of Q3 2024.

Brass Tax Wealth Management reported no remaining Waste Management position as of Q3 2024 after selling out during the quarter.
Brass Tax Wealth Management sold 1,469 Waste Management shares in Q3 2024, an estimated $313K.
Brass Tax Wealth Management first reported a position in Waste Management in Q2 2024 and held it in 1 quarter.
Brass Tax Wealth Management's Waste Management position peaked at $313K in Q2 2024.
1,995 funds tracked by Wall St. Rank held Waste Management as of Q3 2024.

Based on Brass Tax Wealth Management's 13F filing for Q3 2024, filed 12 Dec 2024.