CWM
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CarsonAllaria Wealth Management’s Waste Management WM Stock Holding History

CarsonAllaria Wealth 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
Q1 		– Sell
-148
Closed -$25K – 375
2021
Q4 		$25K Buy
+148
New +$23.8K 0.02% 165

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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

CarsonAllaria Wealth Management's WM Position: Q1 2022 in Review

CarsonAllaria Wealth Management sold out of Waste Management (WM) in Q1 2022, closing a stake of 148 shares — an estimated $25K sold.

CarsonAllaria Wealth Management first reported a position in WM in Q4 2021 and held it in 1 quarter. The position peaked at $25K in Q4 2021. 1,660 funds tracked by Wall St. Rank hold WM as of Q1 2022.

  • CarsonAllaria Wealth Management reported no remaining Waste Management position as of Q1 2022 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 148 Waste Management shares in Q1 2022, an estimated $25K.
  • CarsonAllaria Wealth Management first reported a position in Waste Management in Q4 2021 and held it in 1 quarter.
  • CarsonAllaria Wealth Management's Waste Management position peaked at $25K in Q4 2021.
  • 1,660 funds tracked by Wall St. Rank held Waste Management as of Q1 2022.

Based on CarsonAllaria Wealth Management's 13F filing for Q1 2022, filed 5 May 2022.