Claris Advisors’s Waste Management WM Stock Holding History

Claris 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
2024 Q4	–	Sell	-8	Closed	-$1.66K	–	1167
2024 Q3	$1.66K	Buy	+8	New	+$1.67K	﹤0.01%	346

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

Claris Advisors's WM Position: Q4 2024 in Review

Claris Advisors sold out of Waste Management (WM) in Q4 2024, closing a stake of 8 shares — an estimated $1.66K sold.

Claris Advisors first reported a position in WM in Q3 2024 and held it in 1 quarter. The position peaked at $1.66K in Q3 2024. 2,128 funds tracked by Wall St. Rank hold WM as of Q4 2024.

Claris Advisors reported no remaining Waste Management position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 8 Waste Management shares in Q4 2024, an estimated $1.66K.
Claris Advisors first reported a position in Waste Management in Q3 2024 and held it in 1 quarter.
Claris Advisors's Waste Management position peaked at $1.66K in Q3 2024.
2,128 funds tracked by Wall St. Rank held Waste Management as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.