HC Financial Advisors’s Waste Management WM Stock Holding History

HC Financial Advisors’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
2022 Q2	$84K	Hold	550	–	–	0.06%	107
2022 Q1	$87K	Sell	550 -29	-5%	-$4.4K	0.05%	110
2021 Q4	$97K	Hold	579	–	–	0.05%	105
2021 Q3	$86K	Hold	579	–	–	0.05%	105
2021 Q2	$81K	Hold	579	–	–	0.05%	108
2021 Q1	$75K	Hold	579	–	–	0.05%	113
2020 Q4	$68K	Hold	579	–	–	0.04%	119
2020 Q3	$66K	Hold	579	–	–	0.05%	104
2020 Q2	$61K	Hold	579	–	–	0.05%	98
2020 Q1	$54K	Buy	+579	New	+$66.4K	0.05%	102

Other funds holding WM

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

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

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

HC Financial Advisors's WM Position: Q2 2022 in Review

HC Financial Advisors held its Waste Management (WM) position steady in Q2 2022 at 550 shares worth $84K. The position accounts for 0.06% of the portfolio, ranked #107.

HC Financial Advisors first reported a position in WM in Q1 2020 and has held it in 10 quarters since. The position peaked at $97K in Q4 2021. 1,674 funds tracked by Wall St. Rank hold WM as of Q2 2022.

HC Financial Advisors held 550 shares of Waste Management worth $84K as of Q2 2022.
HC Financial Advisors left its Waste Management share count unchanged in Q2 2022.
Waste Management made up 0.06% of HC Financial Advisors's portfolio in Q2 2022, its #107 holding.
HC Financial Advisors first reported a position in Waste Management in Q1 2020 and has held it in 10 quarters since.
HC Financial Advisors's Waste Management position peaked at $97K in Q4 2021.
1,674 funds tracked by Wall St. Rank held Waste Management as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.