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Bruderman Asset Management’s Waste Management WM Stock Holding History

Bruderman Asset 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
2022
Q2 		$200K Buy
+1,306
New +$205K 0.36% 63
2022
Q1 		– Sell
-1,682
Closed -$281K – 99
2021
Q4 		$281K Buy
1,682
+2
+0.1% +$322 0.21% 81
2021
Q3 		$251K Buy
1,680
+1
+0.1% +$150 0.06% 112
2021
Q2 		$235K Buy
1,679
+2
+0.1% +$276 0.07% 77
2021
Q1 		$216K Buy
+1,677
New +$196K 0.06% 113
2019
Q2 		– Sell
-1,460
Closed -$152K – 573
2019
Q1 		$152K Buy
1,460
+2
+0.1% +$195 0.03% 147
2018
Q4 		$130K Buy
1,458
+77
+6% +$6.91K 0.03% 143
2018
Q3 		$125K Sell
1,381
-128
-8% -$11.3K 0.03% 136
2018
Q2 		$123K Buy
1,509
+2
+0.1% +$166 0.03% 141
2018
Q1 		$127K Buy
+1,507
New +$129K 0.03% 149
2017
Q3 		– Sell
-1,500
Closed -$110K – 319
2017
Q2 		$110K Buy
+1,500
New +$109K 0.03% 149
2017
Q1 		– Sell
-1,496
Closed -$106K – 319
2016
Q4 		$106K Buy
1,496
+3
+0.2% +$201 0.03% 146
2016
Q3 		$95K Buy
1,493
+2
+0.1% +$131 0.03% 162
2016
Q2 		$99K Buy
1,491
+3
+0.2% +$181 0.03% 159
2016
Q1 		$88K Buy
1,488
+2
+0.1% +$110 0.03% 157
2015
Q4 		$79K Sell
1,486
-352
-19% -$18.7K 0.03% 170
2015
Q3 		$92K Buy
1,838
+3
+0.2% +$149 0.04% 158
2015
Q2 		$85K Hold
1,835
– – 0.03% 171
2015
Q1 		$100K Buy
+1,835
New +$97.6K 0.04% 154

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

Bruderman Asset Management's WM Position: Q2 2022 in Review

Bruderman Asset Management opened a new position in Waste Management (WM) in Q2 2022: 1,306 shares worth $200K. The stake represents 0.36% of the portfolio and ranks #63 among its holdings. This is a return to the name: Bruderman Asset Management previously reported a position in WM as recently as Q4 2021.

Bruderman Asset Management first reported a position in WM in Q1 2015 and has held it in 19 quarters since. The position peaked at $281K in Q4 2021. 1,673 funds tracked by Wall St. Rank hold WM as of Q2 2022.

  • Bruderman Asset Management held 1,306 shares of Waste Management worth $200K as of Q2 2022.
  • Waste Management was a new Bruderman Asset Management position in Q2 2022.
  • Waste Management made up 0.36% of Bruderman Asset Management's portfolio in Q2 2022, its #63 holding.
  • Bruderman Asset Management first reported a position in Waste Management in Q1 2015 and has held it in 19 quarters since.
  • Bruderman Asset Management's Waste Management position peaked at $281K in Q4 2021.
  • 1,673 funds tracked by Wall St. Rank held Waste Management as of Q2 2022.

Based on Bruderman Asset Management's 13F filing for Q2 2022, filed 15 Aug 2022.