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Coppell Advisory Solutions Corp’s Waste Management WM Stock Holding History

Coppell Advisory Solutions 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
Q1 		– Sell
-303
Closed -$47.5K – 1089
2022
Q4 		$47.5K Buy
+303
New +$48.8K 0.02% 313

Other funds holding WM

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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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Coppell Advisory Solutions Corp's WM Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of Waste Management (WM) in Q1 2023, closing a stake of 303 shares — an estimated $47.5K sold.

Coppell Advisory Solutions Corp first reported a position in WM in Q4 2022 and held it in 1 quarter. The position peaked at $47.5K in Q4 2022. 1,732 funds tracked by Wall St. Rank hold WM as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining Waste Management position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 303 Waste Management shares in Q1 2023, an estimated $47.5K.
  • Coppell Advisory Solutions Corp first reported a position in Waste Management in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's Waste Management position peaked at $47.5K in Q4 2022.
  • 1,732 funds tracked by Wall St. Rank held Waste Management as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.