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Conrad Siegel Investment Advisors’s Waste Management WM Stock Holding History

Conrad Siegel Investment 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
2022
Q2 		– Sell
-300
Closed -$48K – 59
2022
Q1 		$48K Buy
+300
New +$45.5K 0.04% 30

Other funds holding WM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Conrad Siegel Investment Advisors's WM Position: Q2 2022 in Review

Conrad Siegel Investment Advisors sold out of Waste Management (WM) in Q2 2022, closing a stake of 300 shares — an estimated $48K sold.

Conrad Siegel Investment Advisors first reported a position in WM in Q1 2022 and held it in 1 quarter. The position peaked at $48K in Q1 2022. 1,673 funds tracked by Wall St. Rank hold WM as of Q2 2022.

  • Conrad Siegel Investment Advisors reported no remaining Waste Management position as of Q2 2022 after selling out during the quarter.
  • Conrad Siegel Investment Advisors sold 300 Waste Management shares in Q2 2022, an estimated $48K.
  • Conrad Siegel Investment Advisors first reported a position in Waste Management in Q1 2022 and held it in 1 quarter.
  • Conrad Siegel Investment Advisors's Waste Management position peaked at $48K in Q1 2022.
  • 1,673 funds tracked by Wall St. Rank held Waste Management as of Q2 2022.

Based on Conrad Siegel Investment Advisors's 13F filing for Q2 2022, filed 22 Jul 2022.