FWM
WM icon

Frontier Wealth Management’s Waste Management WM Stock Holding History

Frontier Wealth 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
2022
Q2 		$1.84M Buy
12,014
+67
+0.6% +$10.5K 0.13% 130
2022
Q1 		$1.93M Buy
11,947
+333
+3% +$50.5K 0.02% 122
2021
Q4 		$1.94M Sell
11,614
-250
-2% -$40.2K 0.13% 127
2021
Q3 		$1.77M Sell
11,864
-100
-0.8% -$15K 0.12% 127
2021
Q2 		$1.68M Buy
11,964
+275
+2% +$38K 0.12% 131
2021
Q1 		$1.51M Buy
11,689
+301
+3% +$35.2K 0.12% 132
2020
Q4 		$1.34M Buy
11,388
+1,582
+16% +$184K 0.11% 140
2020
Q3 		$1.11M Buy
9,806
+494
+5% +$54.6K 0.1% 138
2020
Q2 		$986K Buy
9,312
+301
+3% +$30.4K 0.09% 141
2020
Q1 		$834K Buy
9,011
+4,569
+103% +$524K 0.14% 131
2019
Q4 		$506K Sell
4,442
-3,983
-47% -$450K 0.08% 181
2019
Q3 		$969K Buy
8,425
+1
+0% +$117 0.14% 129
2019
Q2 		$972K Buy
8,424
+250
+3% +$27.1K 0.14% 123
2019
Q1 		$849K Buy
8,174
+2,690
+49% +$262K 0.12% 158
2018
Q4 		$488K Buy
5,484
+145
+3% +$13K 0.07% 206
2018
Q3 		$482K Sell
5,339
-107
-2% -$9.49K 0.05% 235
2018
Q2 		$443K Sell
5,446
-6
-0.1% -$497 0.06% 230
2018
Q1 		$459K Buy
5,452
+1,041
+24% +$89.3K 0.06% 236
2017
Q4 		$381K Sell
4,411
-899
-17% -$73.2K 0.06% 237
2017
Q3 		$416K Buy
5,310
+2,052
+63% +$156K 0.06% 255
2017
Q2 		$239K Buy
3,258
+1
+0% +$73 0.04% 335
2017
Q1 		$238K Hold
3,257
– – 0.04% 335
2016
Q4 		$231K Sell
3,257
-100
-3% -$6.69K 0.04% 334
2016
Q3 		$214K Buy
+3,357
New +$219K 0.03% 324
2016
Q2 		– Sell
-3,710
Closed -$219K – 363
2016
Q1 		$219K Buy
+3,710
New +$205K 0.02% 304

Other funds holding WM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $495B AUM 43.24% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Frontier Wealth Management's WM Position: Q2 2022 in Review

Frontier Wealth Management increased its Waste Management (WM) stake by 0.56% in Q2 2022, buying an estimated $10.5K and bringing the position to 12,014 shares worth $1.84M. The position accounts for 0.13% of the portfolio, ranked #130.

Frontier Wealth Management first reported a position in WM in Q1 2016 and has held it in 25 quarters since. The position peaked at $1.94M in Q4 2021. 1,675 funds tracked by Wall St. Rank hold WM as of Q2 2022.

  • Frontier Wealth Management held 12,014 shares of Waste Management worth $1.84M as of Q2 2022.
  • Frontier Wealth Management bought 67 Waste Management shares in Q2 2022, an estimated $10.5K.
  • Waste Management made up 0.13% of Frontier Wealth Management's portfolio in Q2 2022, its #130 holding.
  • Frontier Wealth Management first reported a position in Waste Management in Q1 2016 and has held it in 25 quarters since.
  • Frontier Wealth Management's Waste Management position peaked at $1.94M in Q4 2021.
  • 1,675 funds tracked by Wall St. Rank held Waste Management as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.