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Kercheville Advisors’s Waste Management WM Stock Holding History

Kercheville Advisors’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
2023
Q1 		– Sell
-3,900
Closed -$612K – 85
2022
Q4 		$612K Hold
3,900
– – 0.42% 40
2022
Q3 		$625K Hold
3,900
– – 0.64% 37
2022
Q2 		$597K Sell
3,900
-1,100
-22% -$172K 0.39% 46
2022
Q1 		$793K Buy
5,000
+1,600
+47% +$243K 0.38% 54
2021
Q4 		$567K Buy
3,400
+1,800
+113% +$289K 0.25% 64
2021
Q3 		$239K Sell
1,600
-25
-2% -$3.74K 0.11% 91
2021
Q2 		$228K Sell
1,625
-25
-2% -$3.46K 0.11% 106
2021
Q1 		$213K Buy
+1,650
New +$193K 0.11% 103

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Kercheville Advisors's WM Position: Q1 2023 in Review

Kercheville Advisors sold out of Waste Management (WM) in Q1 2023, closing a stake of 3,900 shares — an estimated $612K sold.

Kercheville Advisors first reported a position in WM in Q1 2021 and held it in 8 quarters. The position peaked at $793K in Q1 2022. 1,732 funds tracked by Wall St. Rank hold WM as of Q1 2023.

  • Kercheville Advisors reported no remaining Waste Management position as of Q1 2023 after selling out during the quarter.
  • Kercheville Advisors sold 3,900 Waste Management shares in Q1 2023, an estimated $612K.
  • Kercheville Advisors first reported a position in Waste Management in Q1 2021 and held it in 8 quarters.
  • Kercheville Advisors's Waste Management position peaked at $793K in Q1 2022.
  • 1,732 funds tracked by Wall St. Rank held Waste Management as of Q1 2023.

Based on Kercheville Advisors's 13F filing for Q1 2023, filed 6 Apr 2023.