CIAS
WM icon

CFS Investment Advisory Services’s Waste Management WM Stock Holding History

CFS Investment Advisory Services’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
Q4 		– Sell
-19,225
Closed – – 276
2022
Q3 		$0 Buy
+19,225
New +$3.17M ﹤0.01% 366
2022
Q2 		– Sell
-12,046
Closed – – 539
2022
Q1 		$0 Buy
+12,046
New +$1.83M ﹤0.01% 557

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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

CFS Investment Advisory Services's WM Position: Q4 2022 in Review

CFS Investment Advisory Services sold out of Waste Management (WM) in Q4 2022, closing a stake of 19,225 shares.

CFS Investment Advisory Services first reported a position in WM in Q1 2022 and held it in 2 quarters. The position peaked at $0 in Q3 2022. 1,737 funds tracked by Wall St. Rank hold WM as of Q4 2022.

  • CFS Investment Advisory Services reported no remaining Waste Management position as of Q4 2022 after selling out during the quarter.
  • CFS Investment Advisory Services sold 19,225 Waste Management shares in Q4 2022.
  • CFS Investment Advisory Services first reported a position in Waste Management in Q1 2022 and held it in 2 quarters.
  • CFS Investment Advisory Services's Waste Management position peaked at $0 in Q3 2022.
  • 1,737 funds tracked by Wall St. Rank held Waste Management as of Q4 2022.

Based on CFS Investment Advisory Services's 13F filing for Q4 2022, filed 13 Feb 2023.