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GoalVest Advisory’s Waste Management WM Stock Holding History

GoalVest 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
2025
Q1 		– Sell
-17
Closed -$3.43K – 556
2024
Q4 		$3.43K Buy
+17
New +$3.65K ﹤0.01% 322
2023
Q4 		– Sell
-17
Closed -$2.59K – 503
2023
Q3 		$2.59K Buy
+17
New +$2.75K ﹤0.01% 403
2022
Q3 		– Sell
-213
Closed -$32K – 320
2022
Q2 		$32K Buy
213
+203
+2,030% +$31.8K 0.02% 189
2022
Q1 		$2K Buy
+10
New +$1.52K ﹤0.01% 298

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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

GoalVest Advisory's WM Position: Q1 2025 in Review

GoalVest Advisory sold out of Waste Management (WM) in Q1 2025, closing a stake of 17 shares — an estimated $3.43K sold.

GoalVest Advisory first reported a position in WM in Q1 2022 and held it in 4 quarters. The position peaked at $32K in Q2 2022. 2,201 funds tracked by Wall St. Rank hold WM as of Q1 2025.

  • GoalVest Advisory reported no remaining Waste Management position as of Q1 2025 after selling out during the quarter.
  • GoalVest Advisory sold 17 Waste Management shares in Q1 2025, an estimated $3.43K.
  • GoalVest Advisory first reported a position in Waste Management in Q1 2022 and held it in 4 quarters.
  • GoalVest Advisory's Waste Management position peaked at $32K in Q2 2022.
  • 2,201 funds tracked by Wall St. Rank held Waste Management as of Q1 2025.

Based on GoalVest Advisory's 13F filing for Q1 2025, filed 7 Apr 2025.