Cassady Schiller Wealth Management’s Waste Management WM Stock Holding History

Cassady Schiller 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
2024 Q4	$40.6K	Buy	201 +11	+6%	+$2.36K	0.01%	225
2024 Q3	$39.4K	Hold	190	–	–	0.01%	220
2024 Q2	$40.5K	Hold	190	–	–	0.02%	216
2024 Q1	$40.5K	Hold	190	–	–	0.02%	230
2023 Q4	$34K	Hold	190	–	–	0.02%	232
2023 Q3	$29K	Hold	190	–	–	0.02%	241
2023 Q2	$33K	Buy	190 +90	+90%	+$14.9K	0.02%	234
2023 Q1	$16.3K	Hold	100	–	–	0.01%	287
2022 Q4	$15.7K	Buy	+100	New	+$16.1K	0.01%	288
2022 Q1	–	Sell	-111	Closed	-$19K	–	609
2021 Q4	$19K	Buy	+111	New	+$17.8K	0.01%	274

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

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

Norges Bank Oslo, Norway $935B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cassady Schiller Wealth Management's WM Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Waste Management (WM) stake by 5.8% in Q4 2024, buying an estimated $2.36K and bringing the position to 201 shares worth $40.6K. The position accounts for 0.01% of the portfolio, ranked #225.

Cassady Schiller Wealth Management first reported a position in WM in Q4 2021 and has held it in 10 quarters since. 2,128 funds tracked by Wall St. Rank hold WM as of Q4 2024.

Cassady Schiller Wealth Management held 201 shares of Waste Management worth $40.6K as of Q4 2024.
Cassady Schiller Wealth Management bought 11 Waste Management shares in Q4 2024, an estimated $2.36K.
Waste Management made up 0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #225 holding.
Cassady Schiller Wealth Management first reported a position in Waste Management in Q4 2021 and has held it in 10 quarters since.
2,128 funds tracked by Wall St. Rank held Waste Management as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.