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Investment Partners’s Waste Management WM Stock Holding History

Investment 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
Q4 		– Sell
-1,538
Closed -$246K – 252
2022
Q3 		$246K Buy
+1,538
New +$254K 0.07% 223

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

Investment Partners's WM Position: Q4 2022 in Review

Investment Partners sold out of Waste Management (WM) in Q4 2022, closing a stake of 1,538 shares — an estimated $246K sold.

Investment Partners first reported a position in WM in Q3 2022 and held it in 1 quarter. The position peaked at $246K in Q3 2022. 1,737 funds tracked by Wall St. Rank hold WM as of Q4 2022.

  • Investment Partners reported no remaining Waste Management position as of Q4 2022 after selling out during the quarter.
  • Investment Partners sold 1,538 Waste Management shares in Q4 2022, an estimated $246K.
  • Investment Partners first reported a position in Waste Management in Q3 2022 and held it in 1 quarter.
  • Investment Partners's Waste Management position peaked at $246K in Q3 2022.
  • 1,737 funds tracked by Wall St. Rank held Waste Management as of Q4 2022.

Based on Investment Partners's 13F filing for Q4 2022, filed 18 Jan 2023.