GJWM
WM icon

Gilliland Jeter Wealth Management’s Waste Management WM Stock Holding History

Gilliland Jeter 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
2024
Q4 		– Sell
-60
Closed -$12.5K – 638
2024
Q3 		$12.5K Buy
60
+25
+71% +$5.22K ﹤0.01% 434
2024
Q2 		$7.47K Hold
35
– – ﹤0.01% 468
2024
Q1 		$7.46K Buy
+35
New +$6.88K ﹤0.01% 459

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Gilliland Jeter Wealth Management's WM Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of Waste Management (WM) in Q4 2024, closing a stake of 60 shares — an estimated $12.5K sold.

Gilliland Jeter Wealth Management first reported a position in WM in Q1 2024 and held it in 3 quarters. The position peaked at $12.5K in Q3 2024. 2,128 funds tracked by Wall St. Rank hold WM as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining Waste Management position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 60 Waste Management shares in Q4 2024, an estimated $12.5K.
  • Gilliland Jeter Wealth Management first reported a position in Waste Management in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's Waste Management position peaked at $12.5K in Q3 2024.
  • 2,128 funds tracked by Wall St. Rank held Waste Management as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.