Certified Advisory Corp’s Waste Management WM Stock Holding History

Certified Advisory Corp’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 Q4	–	Sell	-17,706	Closed	-$99K	–	319
2023 Q3	$99K	Buy	+17,706	New	+$2.87M	0.02%	240
2021 Q2	–	Sell	-704	Closed	-$91K	–	744
2021 Q1	$91K	Buy	+704	New	+$82.3K	0.02%	268
2020 Q2	$107K	Buy	1,007 +102	+11%	+$10.3K	0.04%	225
2020 Q1	$84K	Buy	905 +61	+7%	+$7K	0.03%	226
2019 Q4	$96K	Buy	844 +2	+0.2%	+$226	0.03%	235
2019 Q3	$97K	Buy	842 +742	+742%	+$86.7K	0.03%	240
2019 Q2	$12K	Hold	100	–	–	﹤0.01%	571
2019 Q1	$10K	Hold	100	–	–	﹤0.01%	558
2018 Q4	$9K	Hold	100	–	–	﹤0.01%	560
2018 Q3	$9K	Hold	100	–	–	﹤0.01%	589
2018 Q2	$8K	Hold	100	–	–	﹤0.01%	580
2018 Q1	$8K	Hold	100	–	–	﹤0.01%	545
2017 Q4	$8K	Buy	+100	New	+$8.14K	0.01%	506

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

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

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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

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

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

Certified Advisory Corp's WM Position: Q4 2023 in Review

Certified Advisory Corp sold out of Waste Management (WM) in Q4 2023, closing a stake of 17,706 shares — an estimated $99K sold.

Certified Advisory Corp first reported a position in WM in Q4 2017 and held it in 13 quarters. The position peaked at $107K in Q2 2020. 1,868 funds tracked by Wall St. Rank hold WM as of Q4 2023.

Certified Advisory Corp reported no remaining Waste Management position as of Q4 2023 after selling out during the quarter.
Certified Advisory Corp sold 17,706 Waste Management shares in Q4 2023, an estimated $99K.
Certified Advisory Corp first reported a position in Waste Management in Q4 2017 and held it in 13 quarters.
Certified Advisory Corp's Waste Management position peaked at $107K in Q2 2020.
1,868 funds tracked by Wall St. Rank held Waste Management as of Q4 2023.

Based on Certified Advisory Corp's 13F filing for Q4 2023, filed 9 Feb 2024.