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Bristlecone Advisors’s Waste Management WM Stock Holding History

Bristlecone 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
Q1 		– Sell
-1,430
Closed -$239K – 240
2021
Q4 		$239K Buy
+1,430
New +$230K 0.03% 211

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bristlecone Advisors's WM Position: Q1 2022 in Review

Bristlecone Advisors sold out of Waste Management (WM) in Q1 2022, closing a stake of 1,430 shares — an estimated $239K sold.

Bristlecone Advisors first reported a position in WM in Q4 2021 and held it in 1 quarter. The position peaked at $239K in Q4 2021. 1,660 funds tracked by Wall St. Rank hold WM as of Q1 2022.

  • Bristlecone Advisors reported no remaining Waste Management position as of Q1 2022 after selling out during the quarter.
  • Bristlecone Advisors sold 1,430 Waste Management shares in Q1 2022, an estimated $239K.
  • Bristlecone Advisors first reported a position in Waste Management in Q4 2021 and held it in 1 quarter.
  • Bristlecone Advisors's Waste Management position peaked at $239K in Q4 2021.
  • 1,660 funds tracked by Wall St. Rank held Waste Management as of Q1 2022.

Based on Bristlecone Advisors's 13F filing for Q1 2022, filed 22 Apr 2022.