Endurance Wealth Management’s Waste Management WM Stock Holding History

Endurance 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
2023 Q2	$22K	Hold	125	–	–	﹤0.01%	417
2023 Q1	$20K	Hold	125	–	–	﹤0.01%	436
2022 Q4	$20K	Hold	125	–	–	﹤0.01%	413
2022 Q3	$20K	Hold	125	–	–	﹤0.01%	408
2022 Q2	$19K	Hold	125	–	–	﹤0.01%	419
2022 Q1	$20K	Hold	125	–	–	﹤0.01%	448
2021 Q4	$21K	Hold	125	–	–	﹤0.01%	438
2021 Q3	$19K	Hold	125	–	–	﹤0.01%	457
2021 Q2	$17K	Hold	125	–	–	﹤0.01%	475
2021 Q1	$16K	Hold	125	–	–	﹤0.01%	482
2020 Q4	$15K	Hold	125	–	–	﹤0.01%	456
2020 Q3	$14K	Hold	125	–	–	﹤0.01%	438
2020 Q2	$13K	Hold	125	–	–	﹤0.01%	446
2020 Q1	$12K	Hold	125	–	–	﹤0.01%	416
2019 Q4	$14K	Hold	125	–	–	﹤0.01%	398
2019 Q3	$14K	Hold	125	–	–	﹤0.01%	391
2019 Q2	$14K	Hold	125	–	–	﹤0.01%	366
2019 Q1	$13K	Hold	125	–	–	﹤0.01%	369
2018 Q4	$11K	Hold	125	–	–	﹤0.01%	366
2018 Q3	$11K	Hold	125	–	–	﹤0.01%	396
2018 Q2	$10K	Hold	125	–	–	﹤0.01%	405
2018 Q1	$11K	Hold	125	–	–	﹤0.01%	425
2017 Q4	$11K	Hold	125	–	–	﹤0.01%	411
2017 Q3	$10K	Hold	125	–	–	﹤0.01%	410
2017 Q2	$9K	Hold	125	–	–	﹤0.01%	424
2017 Q1	$9K	Hold	125	–	–	﹤0.01%	426
2016 Q4	$9K	Hold	125	–	–	﹤0.01%	403
2016 Q3	$8K	Hold	125	–	–	﹤0.01%	409
2016 Q2	$8K	Hold	125	–	–	﹤0.01%	405
2016 Q1	$7	Hold	125	–	–	﹤0.01%	421
2015 Q4	$7K	Buy	+125	New	+$6.64K	﹤0.01%	437

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

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

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

Endurance Wealth Management's WM Position: Q2 2023 in Review

Endurance Wealth Management held its Waste Management (WM) position steady in Q2 2023 at 125 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #417.

Endurance Wealth Management first reported a position in WM in Q4 2015 and has held it in 31 quarters since. 1,772 funds tracked by Wall St. Rank hold WM as of Q2 2023.

Endurance Wealth Management held 125 shares of Waste Management worth $22K as of Q2 2023.
Endurance Wealth Management left its Waste Management share count unchanged in Q2 2023.
Waste Management made up ﹤0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #417 holding.
Endurance Wealth Management first reported a position in Waste Management in Q4 2015 and has held it in 31 quarters since.
1,772 funds tracked by Wall St. Rank held Waste Management as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.