Granite Bay Wealth Management’s Waste Management WM Stock Holding History

Granite Bay 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 Q1	–	Sell	-4,018	Closed	-$674K	–	291
2023 Q4	$674K	Buy	4,018 +19	+0.5%	+$3.19K	0.01%	235
2023 Q3	$647K	Buy	+3,999	New	+$647K	0.01%	243

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

Granite Bay Wealth Management's WM Position: Q1 2024 in Review

Granite Bay Wealth Management sold out of Waste Management (WM) in Q1 2024, closing a stake of 4,018 shares — an estimated $674K sold.

Granite Bay Wealth Management first reported a position in WM in Q3 2023 and held it in 2 quarters. The position peaked at $674K in Q4 2023. 1,970 funds tracked by Wall St. Rank hold WM as of Q1 2024.

Granite Bay Wealth Management reported no remaining Waste Management position as of Q1 2024 after selling out during the quarter.
Granite Bay Wealth Management sold 4,018 Waste Management shares in Q1 2024, an estimated $674K.
Granite Bay Wealth Management first reported a position in Waste Management in Q3 2023 and held it in 2 quarters.
Granite Bay Wealth Management's Waste Management position peaked at $674K in Q4 2023.
1,970 funds tracked by Wall St. Rank held Waste Management as of Q1 2024.

Based on Granite Bay Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.