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Buckingham Strategic Wealth’s Waste Management WM Stock Holding History

Buckingham Strategic Wealth’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 		$1.73M Sell
8,131
-663
-8% -$138K 0.02% 254
2024
Q1 		$1.87M Buy
8,794
+1,049
+14% +$206K 0.02% 250
2023
Q4 		$1.39M Buy
7,745
+82
+1% +$13.8K 0.02% 282
2023
Q3 		$1.17M Sell
7,663
-160
-2% -$25.9K 0.02% 276
2023
Q2 		$1.36M Buy
7,823
+887
+13% +$147K 0.02% 259
2023
Q1 		$1.09M Hold
6,936
– – 0.02% 252
2022
Q4 		$1.09M Sell
6,936
-346
-5% -$55.7K 0.02% 253
2022
Q3 		$1.17M Buy
7,282
+865
+13% +$143K 0.02% 238
2022
Q2 		$982K Buy
6,417
+1,372
+27% +$215K 0.02% 262
2022
Q1 		$800K Buy
5,045
+6
+0.1% +$910 0.02% 283
2021
Q4 		$841K Sell
5,039
-195
-4% -$31.4K 0.02% 280
2021
Q3 		$782K Buy
5,234
+664
+15% +$99.4K 0.02% 280
2021
Q2 		$640K Sell
4,570
-877
-16% -$121K 0.02% 309
2021
Q1 		$703K Sell
5,447
-617
-10% -$72.1K 0.03% 272
2020
Q4 		$715K Buy
6,064
+1,863
+44% +$217K 0.04% 257
2020
Q3 		$475K Buy
4,201
+132
+3% +$14.6K 0.04% 265
2020
Q2 		$431K Sell
4,069
-595
-13% -$60.1K 0.04% 245
2020
Q1 		$432K Buy
4,664
+200
+4% +$22.9K 0.04% 272
2019
Q4 		$509K Buy
4,464
+66
+2% +$7.45K 0.05% 244
2019
Q3 		$506K Sell
4,398
-250
-5% -$29.2K 0.05% 229
2019
Q2 		$536K Buy
4,648
+121
+3% +$13.1K 0.06% 236
2019
Q1 		$470K Buy
4,527
+324
+8% +$31.6K 0.06% 235
2018
Q4 		$374K Buy
4,203
+506
+14% +$45.4K 0.06% 235
2018
Q3 		$334K Sell
3,697
-1,871
-34% -$166K 0.05% 252
2018
Q2 		$453K Buy
5,568
+2,279
+69% +$189K 0.07% 194
2018
Q1 		$277K Buy
+3,289
New +$282K 0.05% 254

Other funds holding WM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Buckingham Strategic Wealth's WM Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its Waste Management (WM) stake by 7.5% in Q2 2024, selling an estimated $138K and leaving 8,131 shares worth $1.73M. The position accounts for 0.02% of the portfolio, ranked #254.

Buckingham Strategic Wealth first reported a position in WM in Q1 2018 and has held it in 26 quarters since. The position peaked at $1.87M in Q1 2024. 1,998 funds tracked by Wall St. Rank hold WM as of Q2 2024.

  • Buckingham Strategic Wealth held 8,131 shares of Waste Management worth $1.73M as of Q2 2024.
  • Buckingham Strategic Wealth sold 663 Waste Management shares in Q2 2024, an estimated $138K.
  • Waste Management made up 0.02% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #254 holding.
  • Buckingham Strategic Wealth first reported a position in Waste Management in Q1 2018 and has held it in 26 quarters since.
  • Buckingham Strategic Wealth's Waste Management position peaked at $1.87M in Q1 2024.
  • 1,998 funds tracked by Wall St. Rank held Waste Management as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.