CW
WM icon

CIC Wealth’s Waste Management WM Stock Holding History

CIC Wealth’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
Q3 		$6.74M Buy
32,488
+372
+1% +$77.6K 1.74% 12
2024
Q2 		$6.85M Sell
32,116
-237
-0.7% -$49.3K 1.89% 11
2024
Q1 		$6.9M Sell
32,353
-510
-2% -$100K 2.01% 10
2023
Q4 		$5.89M Sell
32,863
-647
-2% -$108K 1.87% 12
2023
Q3 		$5.11M Sell
33,510
-323
-1% -$52.3K 1.83% 13
2023
Q2 		$5.87M Sell
33,833
-47
-0.1% -$7.77K 2.03% 10
2023
Q1 		$5.53M Buy
33,880
+12
+0% +$1.84K 2.08% 9
2022
Q4 		$5.31M Buy
+33,868
New +$5.45M 2.19% 10

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 $5.7T AUM 30.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return