Custom Portfolio Group’s Waste Management WM Stock Holding History

Custom Portfolio Group’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	$38.2K	Hold	179	–	–	0.03%	118
2024 Q1	$38.2K	Hold	179	–	–	0.03%	118
2023 Q4	$32.1K	Buy	+179	New	+$30K	0.03%	117

Other funds holding WM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Custom Portfolio Group's WM Position: Q2 2024 in Review

Custom Portfolio Group held its Waste Management (WM) position steady in Q2 2024 at 179 shares worth $38.2K. The position accounts for 0.03% of the portfolio, ranked #118.

Custom Portfolio Group first reported a position in WM in Q4 2023 and has held it in 3 quarters since. 2,002 funds tracked by Wall St. Rank hold WM as of Q2 2024.

Custom Portfolio Group held 179 shares of Waste Management worth $38.2K as of Q2 2024.
Custom Portfolio Group left its Waste Management share count unchanged in Q2 2024.
Waste Management made up 0.03% of Custom Portfolio Group's portfolio in Q2 2024, its #118 holding.
Custom Portfolio Group first reported a position in Waste Management in Q4 2023 and has held it in 3 quarters since.
2,002 funds tracked by Wall St. Rank held Waste Management as of Q2 2024.

Based on Custom Portfolio Group's 13F filing for Q2 2024, filed 27 Aug 2024.