FAG
WM icon

Fortitude Advisory Group’s Waste Management WM Stock Holding History

Fortitude Advisory Group’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
Q2 		– Sell
-179
Closed -$28K – 1305
2022
Q1 		$28K Sell
179
-102
-36% -$15.5K 0.01% 723
2021
Q4 		$47K Buy
+281
New +$45.2K 0.02% 567

Other funds holding WM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Fortitude Advisory Group's WM Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Waste Management (WM) in Q2 2022, closing a stake of 179 shares — an estimated $28K sold.

Fortitude Advisory Group first reported a position in WM in Q4 2021 and held it in 2 quarters. The position peaked at $47K in Q4 2021. 1,673 funds tracked by Wall St. Rank hold WM as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Waste Management position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 179 Waste Management shares in Q2 2022, an estimated $28K.
  • Fortitude Advisory Group first reported a position in Waste Management in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Waste Management position peaked at $47K in Q4 2021.
  • 1,673 funds tracked by Wall St. Rank held Waste Management as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.