Kelly Financial Services’s Waste Management WM Stock Holding History

Kelly Financial Services’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	-76	Closed	-$16.2K	–	757
2024 Q2	$16.2K	Hold	76	–	–	0.01%	360
2024 Q1	$16.1K	Sell	76 -1	-1%	-$197	0.01%	356
2023 Q4	$13.7K	Buy	77 +1	+1%	+$168	0.01%	354
2023 Q3	$11.6K	Buy	76 +38	+100%	+$6.15K	0.01%	347
2023 Q2	$6.59K	Buy	+38	New	+$6.28K	﹤0.01%	409
2019 Q4	–	Sell	-34	Closed	-$3.91K	–	574
2019 Q3	$3.91K	Buy	+34	New	+$3.97K	﹤0.01%	323

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

Kelly Financial Services's WM Position: Q3 2024 in Review

Kelly Financial Services sold out of Waste Management (WM) in Q3 2024, closing a stake of 76 shares — an estimated $16.2K sold.

Kelly Financial Services first reported a position in WM in Q3 2019 and held it in 6 quarters. The position peaked at $16.2K in Q2 2024. 1,992 funds tracked by Wall St. Rank hold WM as of Q3 2024.

Kelly Financial Services reported no remaining Waste Management position as of Q3 2024 after selling out during the quarter.
Kelly Financial Services sold 76 Waste Management shares in Q3 2024, an estimated $16.2K.
Kelly Financial Services first reported a position in Waste Management in Q3 2019 and held it in 6 quarters.
Kelly Financial Services's Waste Management position peaked at $16.2K in Q2 2024.
1,992 funds tracked by Wall St. Rank held Waste Management as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.