CWM
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Curi Wealth Management’s Waste Management WM Stock Holding History

Curi Wealth Management’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
Q3 		– Sell
-400
Closed -$61K – 703
2022
Q2 		$61K Buy
400
+78
+24% +$12.2K 0.01% 213
2022
Q1 		$51K Buy
322
+253
+367% +$38.4K 0.01% 214
2021
Q4 		$11K Buy
+69
New +$11.1K ﹤0.01% 314
2021
Q1 		– Sell
-69
Closed -$8K – 492
2020
Q4 		$8K Buy
+69
New +$8.05K 0.01% 279

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 $5.72T 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Curi Wealth Management's WM Position: Q3 2022 in Review

Curi Wealth Management sold out of Waste Management (WM) in Q3 2022, closing a stake of 400 shares — an estimated $61K sold.

Curi Wealth Management first reported a position in WM in Q4 2020 and held it in 4 quarters. The position peaked at $61K in Q2 2022. 1,691 funds tracked by Wall St. Rank hold WM as of Q3 2022.

  • Curi Wealth Management reported no remaining Waste Management position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 400 Waste Management shares in Q3 2022, an estimated $61K.
  • Curi Wealth Management first reported a position in Waste Management in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's Waste Management position peaked at $61K in Q2 2022.
  • 1,691 funds tracked by Wall St. Rank held Waste Management as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.