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Impact Partnership Wealth’s Waste Management WM Stock Holding History

Impact Partnership Wealth’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
2023
Q4 		– Sell
-18
Closed -$2.74K – 1093
2023
Q3 		$2.74K Hold
18
– – ﹤0.01% 776
2023
Q2 		$3.12K Buy
+18
New +$2.98K ﹤0.01% 568

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
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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Impact Partnership Wealth's WM Position: Q4 2023 in Review

Impact Partnership Wealth sold out of Waste Management (WM) in Q4 2023, closing a stake of 18 shares — an estimated $2.74K sold.

Impact Partnership Wealth first reported a position in WM in Q2 2023 and held it in 2 quarters. The position peaked at $3.12K in Q2 2023. 1,868 funds tracked by Wall St. Rank hold WM as of Q4 2023.

  • Impact Partnership Wealth reported no remaining Waste Management position as of Q4 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 18 Waste Management shares in Q4 2023, an estimated $2.74K.
  • Impact Partnership Wealth first reported a position in Waste Management in Q2 2023 and held it in 2 quarters.
  • Impact Partnership Wealth's Waste Management position peaked at $3.12K in Q2 2023.
  • 1,868 funds tracked by Wall St. Rank held Waste Management as of Q4 2023.

Based on Impact Partnership Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.