Laidlaw Wealth Management’s Waste Management WM Stock Holding History

Laidlaw 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	-1,258	Closed	-$218K	–	378
2023 Q2	$218K	Sell	1,258 -96	-7%	-$15.9K	0.04%	311
2023 Q1	$221K	Sell	1,354 -21	-2%	-$3.22K	0.05%	314
2022 Q4	$216K	Buy	+1,375	New	+$221K	0.05%	323
2022 Q1	–	Sell	-1,259	Closed	-$210K	–	430
2021 Q4	$210K	Sell	1,259 -234	-16%	-$37.6K	0.03%	375
2021 Q3	$223K	Sell	1,493 -276	-16%	-$41.3K	0.06%	225
2021 Q2	$248K	Buy	1,769 +203	+13%	+$28.1K	0.06%	216
2021 Q1	$202K	Buy	+1,566	New	+$183K	0.07%	205

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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Laidlaw Wealth Management's WM Position: Q3 2023 in Review

Laidlaw Wealth Management sold out of Waste Management (WM) in Q3 2023, closing a stake of 1,258 shares — an estimated $218K sold.

Laidlaw Wealth Management first reported a position in WM in Q1 2021 and held it in 7 quarters. The position peaked at $248K in Q2 2021. 1,743 funds tracked by Wall St. Rank hold WM as of Q3 2023.

Laidlaw Wealth Management reported no remaining Waste Management position as of Q3 2023 after selling out during the quarter.
Laidlaw Wealth Management sold 1,258 Waste Management shares in Q3 2023, an estimated $218K.
Laidlaw Wealth Management first reported a position in Waste Management in Q1 2021 and held it in 7 quarters.
Laidlaw Wealth Management's Waste Management position peaked at $248K in Q2 2021.
1,743 funds tracked by Wall St. Rank held Waste Management as of Q3 2023.

Based on Laidlaw Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.