KMWM
WM icon

Keudell/Morrison Wealth Management’s Waste Management WM Stock Holding History

Keudell/Morrison 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
2023
Q3 		– Sell
-1,371
Closed -$238K – 188
2023
Q2 		$238K Sell
1,371
-66
-5% -$10.9K 0.07% 170
2023
Q1 		$234K Sell
1,437
-38
-3% -$5.82K 0.07% 166
2022
Q4 		$231K Sell
1,475
-21
-1% -$3.38K 0.07% 165
2022
Q3 		$240K Sell
1,496
-29
-2% -$4.79K 0.09% 162
2022
Q2 		$233K Sell
1,525
-88
-5% -$13.8K 0.08% 156
2022
Q1 		$256K Sell
1,613
-72
-4% -$10.9K 0.11% 155
2021
Q4 		$281K Sell
1,685
-91
-5% -$14.6K 0.11% 150
2021
Q3 		$265K Hold
1,776
– – 0.11% 146
2021
Q2 		$249K Sell
1,776
-132
-7% -$18.2K 0.14% 149
2021
Q1 		$246K Sell
1,908
-8
-0.4% -$935 0.14% 146
2020
Q4 		$226K Buy
1,916
+66
+4% +$7.7K 0.14% 147
2020
Q3 		$209K Buy
+1,850
New +$204K 0.13% 137
2020
Q1 		– Sell
-2,071
Closed -$236K – 159
2019
Q4 		$236K Buy
+2,071
New +$234K 0.16% 130

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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Keudell/Morrison Wealth Management's WM Position: Q3 2023 in Review

Keudell/Morrison Wealth Management sold out of Waste Management (WM) in Q3 2023, closing a stake of 1,371 shares — an estimated $238K sold.

Keudell/Morrison Wealth Management first reported a position in WM in Q4 2019 and held it in 13 quarters. The position peaked at $281K in Q4 2021. 1,743 funds tracked by Wall St. Rank hold WM as of Q3 2023.

  • Keudell/Morrison Wealth Management reported no remaining Waste Management position as of Q3 2023 after selling out during the quarter.
  • Keudell/Morrison Wealth Management sold 1,371 Waste Management shares in Q3 2023, an estimated $238K.
  • Keudell/Morrison Wealth Management first reported a position in Waste Management in Q4 2019 and held it in 13 quarters.
  • Keudell/Morrison Wealth Management's Waste Management position peaked at $281K in Q4 2021.
  • 1,743 funds tracked by Wall St. Rank held Waste Management as of Q3 2023.

Based on Keudell/Morrison Wealth Management's 13F filing for Q3 2023, filed 18 Oct 2023.