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Insight Wealth Partners’s Waste Management WM Stock Holding History

Insight Wealth Partners’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
Q1 		– Sell
-1,609
Closed -$269K – 86
2021
Q4 		$269K Buy
+1,609
New +$259K 0.05% 71

Other funds holding WM

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Insight Wealth Partners's WM Position: Q1 2022 in Review

Insight Wealth Partners sold out of Waste Management (WM) in Q1 2022, closing a stake of 1,609 shares — an estimated $269K sold.

Insight Wealth Partners first reported a position in WM in Q4 2021 and held it in 1 quarter. The position peaked at $269K in Q4 2021. 1,660 funds tracked by Wall St. Rank hold WM as of Q1 2022.

  • Insight Wealth Partners reported no remaining Waste Management position as of Q1 2022 after selling out during the quarter.
  • Insight Wealth Partners sold 1,609 Waste Management shares in Q1 2022, an estimated $269K.
  • Insight Wealth Partners first reported a position in Waste Management in Q4 2021 and held it in 1 quarter.
  • Insight Wealth Partners's Waste Management position peaked at $269K in Q4 2021.
  • 1,660 funds tracked by Wall St. Rank held Waste Management as of Q1 2022.

Based on Insight Wealth Partners's 13F filing for Q1 2022, filed 2 May 2022.