Financial Engines Advisors
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Financial Engines Advisors’s Waste Management WM Stock Holding History

Financial Engines 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
2024
Q1 		– Sell
-1,472
Closed -$264K – 363
2023
Q4 		$264K Buy
1,472
+122
+9% +$20.5K ﹤0.01% 279
2023
Q3 		$206K Hold
1,350
– – ﹤0.01% 275
2023
Q2 		$234K Sell
1,350
-387
-22% -$64K ﹤0.01% 265
2023
Q1 		$283K Buy
1,737
+229
+15% +$35.1K ﹤0.01% 254
2022
Q4 		$237K Buy
1,508
+62
+4% +$9.98K ﹤0.01% 265
2022
Q3 		$231K Sell
1,446
-70
-5% -$11.6K ﹤0.01% 265
2022
Q2 		$231K Buy
1,516
+126
+9% +$19.7K ﹤0.01% 277
2022
Q1 		$220K Sell
1,390
-82
-6% -$12.4K ﹤0.01% 295
2021
Q4 		$246K Buy
+1,472
New +$237K ﹤0.01% 249

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
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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Financial Engines Advisors's WM Position: Q1 2024 in Review

Financial Engines Advisors sold out of Waste Management (WM) in Q1 2024, closing a stake of 1,472 shares — an estimated $264K sold.

Financial Engines Advisors first reported a position in WM in Q4 2021 and held it in 9 quarters. The position peaked at $283K in Q1 2023. 1,970 funds tracked by Wall St. Rank hold WM as of Q1 2024.

  • Financial Engines Advisors reported no remaining Waste Management position as of Q1 2024 after selling out during the quarter.
  • Financial Engines Advisors sold 1,472 Waste Management shares in Q1 2024, an estimated $264K.
  • Financial Engines Advisors first reported a position in Waste Management in Q4 2021 and held it in 9 quarters.
  • Financial Engines Advisors's Waste Management position peaked at $283K in Q1 2023.
  • 1,970 funds tracked by Wall St. Rank held Waste Management as of Q1 2024.

Based on Financial Engines Advisors's 13F filing for Q1 2024, filed 13 May 2024.