Halpern Financial’s Waste Management WM Stock Holding History

Halpern Financial’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 Q3	–	Sell	-43	Closed	-$9.17K	–	249
2024 Q2	$9.17K	Buy	+43	New	+$8.94K	﹤0.01%	159

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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Halpern Financial's WM Position: Q3 2024 in Review

Halpern Financial sold out of Waste Management (WM) in Q3 2024, closing a stake of 43 shares — an estimated $9.17K sold.

Halpern Financial first reported a position in WM in Q2 2024 and held it in 1 quarter. The position peaked at $9.17K in Q2 2024. 1,993 funds tracked by Wall St. Rank hold WM as of Q3 2024.

Halpern Financial reported no remaining Waste Management position as of Q3 2024 after selling out during the quarter.
Halpern Financial sold 43 Waste Management shares in Q3 2024, an estimated $9.17K.
Halpern Financial first reported a position in Waste Management in Q2 2024 and held it in 1 quarter.
Halpern Financial's Waste Management position peaked at $9.17K in Q2 2024.
1,993 funds tracked by Wall St. Rank held Waste Management as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.