Janiczek Wealth Management’s Waste Management WM Stock Holding History

Janiczek Wealth Management’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 Q2	$51.6K	Sell	242 -15	-6%	-$3.12K	0.01%	392
2024 Q1	$54.8K	Sell	257 -43	-14%	-$8.45K	0.01%	397
2023 Q4	$53.7K	Buy	300 +168	+127%	+$28.2K	0.01%	376
2023 Q3	$20.1K	Buy	132 +33	+33%	+$5.34K	0.01%	521
2023 Q2	$17.2K	Hold	99	–	–	﹤0.01%	483
2023 Q1	$16.4K	Sell	99 -1	-1%	-$153	﹤0.01%	484
2022 Q4	$15.3K	Sell	100 -2	-2%	-$322	﹤0.01%	491
2022 Q3	$16K	Hold	102	–	–	0.01%	485
2022 Q2	$17K	Buy	102 +99	+3,300%	+$15.5K	0.01%	496
2022 Q1	$0	Hold	3	–	–	﹤0.01%	1082
2021 Q4	$1K	Hold	3	–	–	﹤0.01%	975
2021 Q3	$0	Buy	+3	New	+$449	﹤0.01%	1039
2020 Q3	–	Sell	-35	Closed	-$4K	–	733
2020 Q2	$4K	Buy	+35	New	+$3.53K	﹤0.01%	220

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

Norges Bank Oslo, Norway $935B AUM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Janiczek Wealth Management's WM Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Waste Management (WM) stake by 5.8% in Q2 2024, selling an estimated $3.12K and leaving 242 shares worth $51.6K. The position accounts for 0.01% of the portfolio, ranked #392.

Janiczek Wealth Management first reported a position in WM in Q2 2020 and has held it in 13 quarters since. The position peaked at $54.8K in Q1 2024. 1,998 funds tracked by Wall St. Rank hold WM as of Q2 2024.

Janiczek Wealth Management held 242 shares of Waste Management worth $51.6K as of Q2 2024.
Janiczek Wealth Management sold 15 Waste Management shares in Q2 2024, an estimated $3.12K.
Waste Management made up 0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #392 holding.
Janiczek Wealth Management first reported a position in Waste Management in Q2 2020 and has held it in 13 quarters since.
Janiczek Wealth Management's Waste Management position peaked at $54.8K in Q1 2024.
1,998 funds tracked by Wall St. Rank held Waste Management as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.