Global Wealth Management Investment Advisory’s Waste Management WM Stock Holding History

Global Wealth Management Investment Advisory’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 Q1	–	Sell	-627	Closed	-$112K	–	443
2023 Q4	$112K	Hold	627	–	–	0.03%	147
2023 Q3	$95.6K	Hold	627	–	–	0.03%	158
2023 Q2	$109K	Buy	+627	New	+$104K	0.03%	153
2022 Q3	–	Sell	-627	Closed	-$96K	–	482
2022 Q2	$96K	Hold	627	–	–	0.03%	154
2022 Q1	$99K	Sell	627 -80	-11%	-$12.1K	0.03%	161
2021 Q4	$118K	Hold	707	–	–	0.04%	158
2021 Q3	$106K	Hold	707	–	–	0.03%	166
2021 Q2	$99K	Hold	707	–	–	0.03%	167
2021 Q1	$91K	Hold	707	–	–	0.03%	167
2020 Q4	$83K	Hold	707	–	–	0.03%	161
2020 Q3	$80K	Hold	707	–	–	0.03%	146
2020 Q2	$75K	Sell	707 -20	-3%	-$2.02K	0.03%	162
2020 Q1	$67K	Buy	727 +200	+38%	+$22.9K	0.03%	155
2019 Q4	$60K	Buy	527 +213	+68%	+$24.1K	0.03%	169
2019 Q3	$36K	Hold	314	–	–	0.02%	194
2019 Q2	$36K	Buy	314 +45	+17%	+$4.88K	0.02%	201
2019 Q1	$28K	Sell	269 -91	-25%	-$8.88K	0.01%	270
2018 Q4	$32K	Buy	+360	New	+$32.3K	0.02%	250

Other funds holding WM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Global Wealth Management Investment Advisory's WM Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of Waste Management (WM) in Q1 2024, closing a stake of 627 shares — an estimated $112K sold.

Global Wealth Management Investment Advisory first reported a position in WM in Q4 2018 and held it in 18 quarters. The position peaked at $118K in Q4 2021. 1,970 funds tracked by Wall St. Rank hold WM as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining Waste Management position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 627 Waste Management shares in Q1 2024, an estimated $112K.
Global Wealth Management Investment Advisory first reported a position in Waste Management in Q4 2018 and held it in 18 quarters.
Global Wealth Management Investment Advisory's Waste Management position peaked at $118K in Q4 2021.
1,970 funds tracked by Wall St. Rank held Waste Management as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.