FourThought Financial’s Waste Management WM Stock Holding History

FourThought Financial’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 Q3	$1.1M	Sell	6,857 -251	-4%	-$41.4K	0.16%	105
2022 Q2	$1.09M	Sell	7,108 -291	-4%	-$45.6K	0.16%	113
2022 Q1	$1.17M	Sell	7,399 -339	-4%	-$51.4K	0.15%	115
2021 Q4	$1.29M	Sell	7,738 -760	-9%	-$122K	0.16%	111
2021 Q3	$1.27M	Sell	8,498 -447	-5%	-$66.9K	0.17%	114
2021 Q2	$1.25M	Sell	8,945 -2,014	-18%	-$278K	0.17%	112
2021 Q1	$1.41M	Sell	10,959 -470	-4%	-$54.9K	0.2%	93
2020 Q4	$1.35M	Buy	+11,429	New	+$1.33M	0.22%	90

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

PAMS

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

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

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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

FourThought Financial's WM Position: Q3 2022 in Review

FourThought Financial reduced its Waste Management (WM) stake by 3.5% in Q3 2022, selling an estimated $41.4K and leaving 6,857 shares worth $1.1M. The position accounts for 0.16% of the portfolio, ranked #105.

FourThought Financial first reported a position in WM in Q4 2020 and has held it in 8 quarters since. The position peaked at $1.41M in Q1 2021. 1,692 funds tracked by Wall St. Rank hold WM as of Q3 2022.

FourThought Financial held 6,857 shares of Waste Management worth $1.1M as of Q3 2022.
FourThought Financial sold 251 Waste Management shares in Q3 2022, an estimated $41.4K.
Waste Management made up 0.16% of FourThought Financial's portfolio in Q3 2022, its #105 holding.
FourThought Financial first reported a position in Waste Management in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Waste Management position peaked at $1.41M in Q1 2021.
1,692 funds tracked by Wall St. Rank held Waste Management as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.