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Capital Directions Investment Advisors’s Waste Management WM Stock Holding History

Capital Directions Investment 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
Q3 		– Sell
-53
Closed -$8K – 250
2022
Q2 		$8K Hold
53
– – ﹤0.01% 222
2022
Q1 		$8K Buy
+53
New +$8.04K ﹤0.01% 239
2021
Q4 		– Sell
-53
Closed -$8K – 240
2021
Q3 		$8K Hold
53
– – ﹤0.01% 240
2021
Q2 		$7K Buy
+53
New +$7.33K ﹤0.01% 220

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Capital Directions Investment Advisors's WM Position: Q3 2022 in Review

Capital Directions Investment Advisors sold out of Waste Management (WM) in Q3 2022, closing a stake of 53 shares — an estimated $8K sold.

Capital Directions Investment Advisors first reported a position in WM in Q2 2021 and held it in 4 quarters. The position peaked at $8K in Q2 2022. 1,692 funds tracked by Wall St. Rank hold WM as of Q3 2022.

  • Capital Directions Investment Advisors reported no remaining Waste Management position as of Q3 2022 after selling out during the quarter.
  • Capital Directions Investment Advisors sold 53 Waste Management shares in Q3 2022, an estimated $8K.
  • Capital Directions Investment Advisors first reported a position in Waste Management in Q2 2021 and held it in 4 quarters.
  • Capital Directions Investment Advisors's Waste Management position peaked at $8K in Q2 2022.
  • 1,692 funds tracked by Wall St. Rank held Waste Management as of Q3 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q3 2022, filed 2 Nov 2022.