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Freedman Financial Associates’s Waste Management WM Stock Holding History

Freedman Financial Associates’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
-843
Closed -$134K – 439
2022
Q1 		$134K Hold
843
– – 0.09% 103
2021
Q4 		$141K Hold
843
– – 0.1% 97
2021
Q3 		$126K Sell
843
-258
-23% -$38.6K 0.09% 97
2021
Q2 		$154K Buy
1,101
+258
+31% +$35.7K 0.12% 80
2021
Q1 		$109K Hold
843
– – 0.09% 100
2020
Q4 		$99K Buy
+843
New +$98.3K 0.09% 96

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

Freedman Financial Associates's WM Position: Q2 2022 in Review

Freedman Financial Associates sold out of Waste Management (WM) in Q2 2022, closing a stake of 843 shares — an estimated $134K sold.

Freedman Financial Associates first reported a position in WM in Q4 2020 and held it in 6 quarters. The position peaked at $154K in Q2 2021. 1,673 funds tracked by Wall St. Rank hold WM as of Q2 2022.

  • Freedman Financial Associates reported no remaining Waste Management position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 843 Waste Management shares in Q2 2022, an estimated $134K.
  • Freedman Financial Associates first reported a position in Waste Management in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's Waste Management position peaked at $154K in Q2 2021.
  • 1,673 funds tracked by Wall St. Rank held Waste Management as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.