Kiely Wealth Advisory Group’s Waste Management WM Stock Holding History

Kiely Wealth Advisory Group’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 Q4	$17K	Hold	75	–	–	0.01%	167
2024 Q3	$16.9K	Hold	75	–	–	0.01%	170
2024 Q2	$15.4K	Hold	75	–	–	0.01%	161
2024 Q1	$15.8K	Hold	75	–	–	0.01%	148
2023 Q4	$13.9K	Buy	+75	New	+$12.6K	0.01%	151

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

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

Kiely Wealth Advisory Group's WM Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Waste Management (WM) position steady in Q4 2024 at 75 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #167.

Kiely Wealth Advisory Group first reported a position in WM in Q4 2023 and has held it in 5 quarters since. 2,128 funds tracked by Wall St. Rank hold WM as of Q4 2024.

Kiely Wealth Advisory Group held 75 shares of Waste Management worth $17K as of Q4 2024.
Kiely Wealth Advisory Group left its Waste Management share count unchanged in Q4 2024.
Waste Management made up 0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #167 holding.
Kiely Wealth Advisory Group first reported a position in Waste Management in Q4 2023 and has held it in 5 quarters since.
2,128 funds tracked by Wall St. Rank held Waste Management as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.