HWMA
WM icon

Heritage Wealth Management (Arizona)’s Waste Management WM Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$21.3K Buy
136
+86
+172% +$13.8K ﹤0.01% 649
2022
Q3 		$8K Hold
50
– – ﹤0.01% 699
2022
Q2 		$7.65K Sell
50
-12
-19% -$1.88K ﹤0.01% 710
2022
Q1 		$10K Buy
+62
New +$9.4K ﹤0.01% 716
2021
Q3 		$52K Hold
350
– – 0.02% 441
2021
Q2 		$49K Buy
+350
New +$48.4K 0.02% 453

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s WM Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Waste Management (WM) stake by 172% in Q4 2022, buying an estimated $13.8K and bringing the position to 136 shares worth $21.3K. The position accounts for ﹤0.01% of the portfolio, ranked #649.

Heritage Wealth Management (Arizona) first reported a position in WM in Q2 2021 and has held it in 6 quarters since. The position peaked at $52K in Q3 2021. 1,737 funds tracked by Wall St. Rank hold WM as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 136 shares of Waste Management worth $21.3K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 86 Waste Management shares in Q4 2022, an estimated $13.8K.
  • Waste Management made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #649 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Waste Management in Q2 2021 and has held it in 6 quarters since.
  • Heritage Wealth Management (Arizona)'s Waste Management position peaked at $52K in Q3 2021.
  • 1,737 funds tracked by Wall St. Rank held Waste Management as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.