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Doyle Wealth Management’s Waste Management WM Stock Holding History

Doyle 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 		$310K Buy
1,935
+38
+2% +$6.27K 0.03% 160
2022
Q2 		$290K Buy
1,897
+60
+3% +$9.4K 0.02% 175
2022
Q1 		$291K Sell
1,837
-61
-3% -$9.25K 0.02% 202
2021
Q4 		$317K Sell
1,898
-941
-33% -$151K 0.02% 187
2021
Q3 		$424K Buy
2,839
+1
+0% +$150 0.03% 150
2021
Q2 		$398K Hold
2,838
– – 0.03% 159
2021
Q1 		$366K Sell
2,838
-593
-17% -$69.3K 0.04% 161
2020
Q4 		$405K Buy
3,431
+310
+10% +$36.1K 0.04% 149
2020
Q3 		$353K Buy
3,121
+1
+0% +$111 0.04% 139
2020
Q2 		$330K Sell
3,120
-494
-14% -$49.9K 0.04% 134
2020
Q1 		$334K Buy
3,614
+4
+0.1% +$459 0.05% 128
2019
Q4 		$411K Buy
3,610
+959
+36% +$108K 0.05% 136
2019
Q3 		$305K Sell
2,651
-525
-17% -$61.3K 0.04% 153
2019
Q2 		$366K Buy
3,176
+25
+0.8% +$2.71K 0.05% 137
2019
Q1 		$337K Buy
3,151
+92
+3% +$8.98K 0.05% 141
2018
Q4 		$272K Buy
3,059
+7
+0.2% +$629 0.05% 150
2018
Q3 		$276K Sell
3,052
-92
-3% -$8.16K 0.04% 159
2018
Q2 		$256K Buy
+3,144
New +$260K 0.04% 155
2018
Q1 		– Sell
-2,430
Closed -$210K – 181
2017
Q4 		$210K Buy
+2,430
New +$198K 0.04% 162

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

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

Doyle Wealth Management increased its Waste Management (WM) stake by 2% in Q3 2022, buying an estimated $6.27K and bringing the position to 1,935 shares worth $310K. The position accounts for 0.03% of the portfolio, ranked #160.

Doyle Wealth Management first reported a position in WM in Q4 2017 and has held it in 19 quarters since. The position peaked at $424K in Q3 2021. 1,692 funds tracked by Wall St. Rank hold WM as of Q3 2022.

  • Doyle Wealth Management held 1,935 shares of Waste Management worth $310K as of Q3 2022.
  • Doyle Wealth Management bought 38 Waste Management shares in Q3 2022, an estimated $6.27K.
  • Waste Management made up 0.03% of Doyle Wealth Management's portfolio in Q3 2022, its #160 holding.
  • Doyle Wealth Management first reported a position in Waste Management in Q4 2017 and has held it in 19 quarters since.
  • Doyle Wealth Management's Waste Management position peaked at $424K in Q3 2021.
  • 1,692 funds tracked by Wall St. Rank held Waste Management as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.