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Dixon Hughes Goodman Wealth Advisors’s Waste Management WM Stock Holding History

Dixon Hughes Goodman Wealth 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
Q1 		$975K Buy
6,151
+2,309
+60% +$350K 0.28% 58
2021
Q4 		$641K Buy
+3,842
New +$618K 0.21% 68

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's WM Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors increased its Waste Management (WM) stake by 60% in Q1 2022, buying an estimated $350K and bringing the position to 6,151 shares worth $975K. The position accounts for 0.28% of the portfolio, ranked #58.

Dixon Hughes Goodman Wealth Advisors first reported a position in WM in Q4 2021 and has held it in 2 quarters since. 1,660 funds tracked by Wall St. Rank hold WM as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 6,151 shares of Waste Management worth $975K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors bought 2,309 Waste Management shares in Q1 2022, an estimated $350K.
  • Waste Management made up 0.28% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #58 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Waste Management in Q4 2021 and has held it in 2 quarters since.
  • 1,660 funds tracked by Wall St. Rank held Waste Management as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.