Core Wealth Advisors (Florida)’s Waste Management WM Stock Holding History

Core Wealth Advisors (Florida)’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 Q2	–	Sell	-22	Closed	-$4.69K	–	241
2024 Q1	$4.69K	Hold	22	–	–	﹤0.01%	227
2023 Q4	$3.94K	Hold	22	–	–	﹤0.01%	225
2023 Q3	$3.35K	Hold	22	–	–	﹤0.01%	208
2023 Q2	$3.82K	Hold	22	–	–	﹤0.01%	208
2023 Q1	$3.59K	Hold	22	–	–	﹤0.01%	211
2022 Q4	$3.45K	Buy	+22	New	+$3.54K	﹤0.01%	224

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

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

Norges Bank Oslo, Norway $935B AUM

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Core Wealth Advisors (Florida)'s WM Position: Q2 2024 in Review

Core Wealth Advisors (Florida) sold out of Waste Management (WM) in Q2 2024, closing a stake of 22 shares — an estimated $4.69K sold.

Core Wealth Advisors (Florida) first reported a position in WM in Q4 2022 and held it in 6 quarters. The position peaked at $4.69K in Q1 2024. 1,998 funds tracked by Wall St. Rank hold WM as of Q2 2024.

Core Wealth Advisors (Florida) reported no remaining Waste Management position as of Q2 2024 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 22 Waste Management shares in Q2 2024, an estimated $4.69K.
Core Wealth Advisors (Florida) first reported a position in Waste Management in Q4 2022 and held it in 6 quarters.
Core Wealth Advisors (Florida)'s Waste Management position peaked at $4.69K in Q1 2024.
1,998 funds tracked by Wall St. Rank held Waste Management as of Q2 2024.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2024, filed 15 Aug 2024.