Financial Synergies Wealth Advisors’s Waste Management WM Stock Holding History

Financial Synergies 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
2024 Q2	–	Sell	-7	Closed	-$1.49K	–	480
2024 Q1	$1.49K	Hold	7	–	–	﹤0.01%	359
2023 Q4	$1.1K	Hold	7	–	–	﹤0.01%	316
2023 Q3	$1.07K	Hold	7	–	–	﹤0.01%	364
2023 Q2	$1.21K	Hold	7	–	–	﹤0.01%	348
2023 Q1	$1.14K	Hold	7	–	–	﹤0.01%	364
2022 Q4	$1.1K	Hold	7	–	–	﹤0.01%	316
2022 Q3	$1.12K	Hold	7	–	–	﹤0.01%	287
2022 Q2	$1.07K	Buy	+7	New	+$1.1K	﹤0.01%	300

Other funds holding WM

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

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Synergies Wealth Advisors's WM Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Waste Management (WM) in Q2 2024, closing a stake of 7 shares — an estimated $1.49K sold.

Financial Synergies Wealth Advisors first reported a position in WM in Q2 2022 and held it in 8 quarters. The position peaked at $1.49K in Q1 2024. 1,998 funds tracked by Wall St. Rank hold WM as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Waste Management position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 7 Waste Management shares in Q2 2024, an estimated $1.49K.
Financial Synergies Wealth Advisors first reported a position in Waste Management in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's Waste Management position peaked at $1.49K in Q1 2024.
1,998 funds tracked by Wall St. Rank held Waste Management as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.