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Caliber Wealth Management (Utah)’s Waste Management WM Stock Holding History

Caliber Wealth Management (Utah)’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
Q1 		$2.13M Buy
9,992
+147
+1% +$28.9K 1.13% 40
2023
Q4 		$1.76M Buy
9,845
+236
+2% +$39.6K 1.04% 41
2023
Q3 		$1.46M Buy
9,609
+327
+4% +$52.9K 0.99% 45
2023
Q2 		$1.61M Sell
9,282
-32
-0.3% -$5.29K 1.08% 40
2023
Q1 		$1.52M Buy
9,314
+1,931
+26% +$296K 1.14% 39
2022
Q4 		$1.16M Sell
7,383
-4,139
-36% -$666K 0.89% 47
2022
Q3 		$1.85M Sell
11,522
-1,807
-14% -$298K 1.46% 29
2022
Q2 		$2.04M Sell
13,329
-4,120
-24% -$645K 1.59% 28
2022
Q1 		$2.77M Buy
17,449
+1,438
+9% +$218K 1.77% 18
2021
Q4 		$2.51M Buy
16,011
+2,469
+18% +$397K 1.73% 19
2021
Q3 		$2.13M Buy
13,542
+455
+3% +$68.1K 1.5% 24
2021
Q2 		$1.83M Sell
13,087
-568
-4% -$78.5K 1.3% 28
2021
Q1 		$1.76M Buy
13,655
+3,242
+31% +$379K 1.28% 25
2020
Q4 		$1.23M Buy
+10,413
New +$1.21M 1.2% 38

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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Caliber Wealth Management (Utah)'s WM Position: Q1 2024 in Review

Caliber Wealth Management (Utah) increased its Waste Management (WM) stake by 1.5% in Q1 2024, buying an estimated $28.9K and bringing the position to 9,992 shares worth $2.13M. The position accounts for 1.13% of the portfolio, ranked #40.

Caliber Wealth Management (Utah) first reported a position in WM in Q4 2020 and has held it in 14 quarters since. The position peaked at $2.77M in Q1 2022. 1,970 funds tracked by Wall St. Rank hold WM as of Q1 2024.

  • Caliber Wealth Management (Utah) held 9,992 shares of Waste Management worth $2.13M as of Q1 2024.
  • Caliber Wealth Management (Utah) bought 147 Waste Management shares in Q1 2024, an estimated $28.9K.
  • Waste Management made up 1.13% of Caliber Wealth Management (Utah)'s portfolio in Q1 2024, its #40 holding.
  • Caliber Wealth Management (Utah) first reported a position in Waste Management in Q4 2020 and has held it in 14 quarters since.
  • Caliber Wealth Management (Utah)'s Waste Management position peaked at $2.77M in Q1 2022.
  • 1,970 funds tracked by Wall St. Rank held Waste Management as of Q1 2024.

Based on Caliber Wealth Management (Utah)'s 13F filing for Q1 2024, filed 25 Apr 2024.