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Insight Folios’s Waste Management WM Stock Holding History

Insight Folios’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
Q2 		– Sell
-1,876
Closed -$306K – 125
2023
Q1 		$306K Hold
1,876
– – 0.14% 81
2022
Q4 		$294K Sell
1,876
-44
-2% -$7.08K 0.13% 85
2022
Q3 		$308K Sell
1,920
-1,145
-37% -$189K 0.16% 64
2022
Q2 		$469K Buy
3,065
+50
+2% +$7.83K 0.22% 48
2022
Q1 		$478K Buy
3,015
+199
+7% +$30.2K 0.21% 58
2021
Q4 		$470K Buy
2,816
+219
+8% +$35.2K 0.22% 64
2021
Q3 		$388K Buy
+2,597
New +$389K 0.21% 62

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
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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Insight Folios's WM Position: Q2 2023 in Review

Insight Folios sold out of Waste Management (WM) in Q2 2023, closing a stake of 1,876 shares — an estimated $306K sold.

Insight Folios first reported a position in WM in Q3 2021 and held it in 7 quarters. The position peaked at $478K in Q1 2022. 1,770 funds tracked by Wall St. Rank hold WM as of Q2 2023.

  • Insight Folios reported no remaining Waste Management position as of Q2 2023 after selling out during the quarter.
  • Insight Folios sold 1,876 Waste Management shares in Q2 2023, an estimated $306K.
  • Insight Folios first reported a position in Waste Management in Q3 2021 and held it in 7 quarters.
  • Insight Folios's Waste Management position peaked at $478K in Q1 2022.
  • 1,770 funds tracked by Wall St. Rank held Waste Management as of Q2 2023.

Based on Insight Folios's 13F filing for Q2 2023, filed 21 Jul 2023.