GWM
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Gray Wealth Management’s Waste Management WM Stock Holding History

Gray 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 		$223K Sell
1,103
-45
-4% -$9.66K 0.08% 121
2024
Q3 		$238K Hold
1,148
– – 0.09% 118
2024
Q2 		$245K Hold
1,148
– – 0.11% 113
2024
Q1 		$245K Buy
+1,148
New +$226K 0.11% 115

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

Gray Wealth Management's WM Position: Q4 2024 in Review

Gray Wealth Management reduced its Waste Management (WM) stake by 3.9% in Q4 2024, selling an estimated $9.66K and leaving 1,103 shares worth $223K. The position accounts for 0.08% of the portfolio, ranked #121.

Gray Wealth Management first reported a position in WM in Q1 2024 and has held it in 4 quarters since. The position peaked at $245K in Q2 2024. 2,128 funds tracked by Wall St. Rank hold WM as of Q4 2024.

  • Gray Wealth Management held 1,103 shares of Waste Management worth $223K as of Q4 2024.
  • Gray Wealth Management sold 45 Waste Management shares in Q4 2024, an estimated $9.66K.
  • Waste Management made up 0.08% of Gray Wealth Management's portfolio in Q4 2024, its #121 holding.
  • Gray Wealth Management first reported a position in Waste Management in Q1 2024 and has held it in 4 quarters since.
  • Gray Wealth Management's Waste Management position peaked at $245K in Q2 2024.
  • 2,128 funds tracked by Wall St. Rank held Waste Management as of Q4 2024.

Based on Gray Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.