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Kowal Investment Group’s Waste Management WM Stock Holding History

Kowal Investment 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
2021
Q4 		– Sell
-192
Closed -$29K – 946
2021
Q3 		$29K Buy
+192
New +$28.7K 0.01% 323

Other funds holding WM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Kowal Investment Group's WM Position: Q4 2021 in Review

Kowal Investment Group sold out of Waste Management (WM) in Q4 2021, closing a stake of 192 shares — an estimated $29K sold.

Kowal Investment Group first reported a position in WM in Q3 2021 and held it in 1 quarter. The position peaked at $29K in Q3 2021. 1,695 funds tracked by Wall St. Rank hold WM as of Q4 2021.

  • Kowal Investment Group reported no remaining Waste Management position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 192 Waste Management shares in Q4 2021, an estimated $29K.
  • Kowal Investment Group first reported a position in Waste Management in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's Waste Management position peaked at $29K in Q3 2021.
  • 1,695 funds tracked by Wall St. Rank held Waste Management as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.