FW
WM icon

FirstPurpose Wealth’s Waste Management WM Stock Holding History

FirstPurpose Wealth’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 		$225K Buy
+1,082
New +$213K 0.08% 191

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 $37.4B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

FirstPurpose Wealth's WM Position: Q1 2024 in Review

FirstPurpose Wealth opened a new position in Waste Management (WM) in Q1 2024: 1,082 shares worth $225K. The stake represents 0.08% of the portfolio and ranks #191 among its holdings.

1,971 funds tracked by Wall St. Rank hold WM as of Q1 2024.

  • FirstPurpose Wealth held 1,082 shares of Waste Management worth $225K as of Q1 2024.
  • Waste Management was a new FirstPurpose Wealth position in Q1 2024.
  • Waste Management made up 0.08% of FirstPurpose Wealth's portfolio in Q1 2024, its #191 holding.
  • 1,971 funds tracked by Wall St. Rank held Waste Management as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.