FWA
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Freedom Wealth Alliance’s Waste Management WM Stock Holding History

Freedom Wealth Alliance’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
-100
Closed -$15.7K – 441
2022
Q4 		$15.7K Buy
+100
New +$16.1K 0.02% 231

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 Wealth Alliance's WM Position: Q1 2023 in Review

Freedom Wealth Alliance sold out of Waste Management (WM) in Q1 2023, closing a stake of 100 shares — an estimated $15.7K sold.

Freedom Wealth Alliance first reported a position in WM in Q4 2022 and held it in 1 quarter. The position peaked at $15.7K in Q4 2022. 1,732 funds tracked by Wall St. Rank hold WM as of Q1 2023.

  • Freedom Wealth Alliance reported no remaining Waste Management position as of Q1 2023 after selling out during the quarter.
  • Freedom Wealth Alliance sold 100 Waste Management shares in Q1 2023, an estimated $15.7K.
  • Freedom Wealth Alliance first reported a position in Waste Management in Q4 2022 and held it in 1 quarter.
  • Freedom Wealth Alliance's Waste Management position peaked at $15.7K in Q4 2022.
  • 1,732 funds tracked by Wall St. Rank held Waste Management as of Q1 2023.

Based on Freedom Wealth Alliance's 13F filing for Q1 2023, filed 25 Apr 2023.