Cascade Investment Advisors’s Waste Management WM Stock Holding History

Cascade 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
2023 Q2	–	Sell	-400	Closed	-$65.3K	–	240
2023 Q1	$65.3K	Buy	+400	New	+$61.3K	0.05%	132
2022 Q3	–	Sell	-400	Closed	-$61.2K	–	235
2022 Q2	$61.2K	Hold	400	–	–	0.05%	139
2022 Q1	$63.4K	Hold	400	–	–	0.04%	152
2021 Q4	$66.8K	Hold	400	–	–	0.04%	152
2021 Q3	$59.7K	Hold	400	–	–	0.04%	151
2021 Q2	$56K	Hold	400	–	–	0.04%	154
2021 Q1	$51.6K	Hold	400	–	–	0.03%	160
2020 Q4	$47.2K	Hold	400	–	–	0.03%	165
2020 Q3	$45.3K	Hold	400	–	–	0.04%	157
2020 Q2	$42.4K	Hold	400	–	–	0.04%	153
2020 Q1	$37K	Hold	400	–	–	0.04%	149
2019 Q4	$45.6K	Hold	400	–	–	0.03%	152
2019 Q3	$46K	Hold	400	–	–	0.04%	152
2019 Q2	$46.1K	Hold	400	–	–	0.04%	146
2019 Q1	$41.6K	Hold	400	–	–	0.04%	139
2018 Q4	$35.6K	Hold	400	–	–	0.04%	140
2018 Q3	$36.1K	Hold	400	–	–	0.03%	140
2018 Q2	$32.5K	Buy	+400	New	+$33.1K	0.03%	144

Other funds holding WM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Cascade Investment Advisors's WM Position: Q2 2023 in Review

Cascade Investment Advisors sold out of Waste Management (WM) in Q2 2023, closing a stake of 400 shares — an estimated $65.3K sold.

Cascade Investment Advisors first reported a position in WM in Q2 2018 and held it in 18 quarters. The position peaked at $66.8K in Q4 2021. 1,770 funds tracked by Wall St. Rank hold WM as of Q2 2023.

Cascade Investment Advisors reported no remaining Waste Management position as of Q2 2023 after selling out during the quarter.
Cascade Investment Advisors sold 400 Waste Management shares in Q2 2023, an estimated $65.3K.
Cascade Investment Advisors first reported a position in Waste Management in Q2 2018 and held it in 18 quarters.
Cascade Investment Advisors's Waste Management position peaked at $66.8K in Q4 2021.
1,770 funds tracked by Wall St. Rank held Waste Management as of Q2 2023.

Based on Cascade Investment Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.