J.M. Forbes & Co’s Waste Management WM Stock Holding History

J.M. Forbes & Co’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
2024 Q3	–	Sell	-959	Closed	-$205K	–	139
2024 Q2	$205K	Buy	+959	New	+$199K	0.02%	132

Other funds holding WM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

J.M. Forbes & Co's WM Position: Q3 2024 in Review

J.M. Forbes & Co sold out of Waste Management (WM) in Q3 2024, closing a stake of 959 shares — an estimated $205K sold.

J.M. Forbes & Co first reported a position in WM in Q2 2024 and held it in 1 quarter. The position peaked at $205K in Q2 2024. 1,992 funds tracked by Wall St. Rank hold WM as of Q3 2024.

J.M. Forbes & Co reported no remaining Waste Management position as of Q3 2024 after selling out during the quarter.
J.M. Forbes & Co sold 959 Waste Management shares in Q3 2024, an estimated $205K.
J.M. Forbes & Co first reported a position in Waste Management in Q2 2024 and held it in 1 quarter.
J.M. Forbes & Co's Waste Management position peaked at $205K in Q2 2024.
1,992 funds tracked by Wall St. Rank held Waste Management as of Q3 2024.

Based on J.M. Forbes & Co's 13F filing for Q3 2024, filed 24 Oct 2024.