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Freedom Investment Management’s Waste Management WM Stock Holding History

Freedom Investment Management’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
2023
Q1 		– Sell
-2,496
Closed -$392K – 803
2022
Q4 		$392K Sell
2,496
-238
-9% -$38.3K 0.04% 499
2022
Q3 		$438K Buy
2,734
+19
+0.7% +$3.14K 0.05% 461
2022
Q2 		$415K Buy
2,715
+450
+20% +$70.5K 0.04% 508
2022
Q1 		$359K Buy
+2,265
New +$343K 0.03% 570
2018
Q1 		– Sell
-2,406
Closed -$208K – 1223
2017
Q4 		$208K Buy
+2,406
New +$196K 0.01% 1031
2017
Q2 		– Sell
-4,154
Closed -$303K – 1131
2017
Q1 		$303K Sell
4,154
-3,061
-42% -$218K 0.02% 765
2016
Q4 		$512K Buy
+7,215
New +$483K 0.03% 477
2015
Q3 		– Sell
-5,391
Closed -$250K – 741
2015
Q2 		$250K Sell
5,391
-431
-7% -$21.7K 0.03% 558
2015
Q1 		$316K Buy
5,822
+86
+1% +$4.58K 0.03% 461
2014
Q4 		$294K Sell
5,736
-114
-2% -$5.55K 0.04% 427
2014
Q3 		$278K Sell
5,850
-327
-5% -$15K 0.05% 358
2014
Q2 		$276K Sell
6,177
-137
-2% -$5.96K 0.05% 360
2014
Q1 		$266K Buy
6,314
+229
+4% +$9.6K 0.06% 323
2013
Q4 		$273K Sell
6,085
-627
-9% -$27.4K 0.07% 298
2013
Q3 		$277K Sell
6,712
-13
-0.2% -$542 0.08% 242
2013
Q2 		$271K Buy
+6,725
New +$272K 0.09% 203

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Freedom Investment Management's WM Position: Q1 2023 in Review

Freedom Investment Management sold out of Waste Management (WM) in Q1 2023, closing a stake of 2,496 shares — an estimated $392K sold.

Freedom Investment Management first reported a position in WM in Q2 2013 and held it in 16 quarters. The position peaked at $512K in Q4 2016. 1,732 funds tracked by Wall St. Rank hold WM as of Q1 2023.

  • Freedom Investment Management reported no remaining Waste Management position as of Q1 2023 after selling out during the quarter.
  • Freedom Investment Management sold 2,496 Waste Management shares in Q1 2023, an estimated $392K.
  • Freedom Investment Management first reported a position in Waste Management in Q2 2013 and held it in 16 quarters.
  • Freedom Investment Management's Waste Management position peaked at $512K in Q4 2016.
  • 1,732 funds tracked by Wall St. Rank held Waste Management as of Q1 2023.

Based on Freedom Investment Management's 13F filing for Q1 2023, filed 15 May 2023.