Lake Point Wealth Management’s Waste Management WM Stock Holding History

Lake Point 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
2022 Q2	$12K	Hold	77	–	–	0.01%	140
2022 Q1	$12K	Hold	77	–	–	0.01%	149
2021 Q4	$13K	Hold	77	–	–	0.01%	151
2021 Q3	$12K	Hold	77	–	–	0.01%	152
2021 Q2	$11K	Buy	+77	New	+$10.6K	0.01%	167
2020 Q1	$7K	Hold	77	–	–	0.01%	141
2019 Q4	$9K	Buy	+77	New	+$8.7K	﹤0.01%	289
2019 Q2	$20K	Hold	177	–	–	0.01%	242
2019 Q1	$20K	Sell	177 -2,695	-94%	-$263K	0.01%	242
2018 Q4	$256K	Buy	+2,872	New	+$258K	0.1%	119

Other funds holding WM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Lake Point Wealth Management's WM Position: Q2 2022 in Review

Lake Point Wealth Management held its Waste Management (WM) position steady in Q2 2022 at 77 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #140.

Lake Point Wealth Management first reported a position in WM in Q4 2018 and has held it in 10 quarters since. The position peaked at $256K in Q4 2018. 1,673 funds tracked by Wall St. Rank hold WM as of Q2 2022.

Lake Point Wealth Management held 77 shares of Waste Management worth $12K as of Q2 2022.
Lake Point Wealth Management left its Waste Management share count unchanged in Q2 2022.
Waste Management made up 0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #140 holding.
Lake Point Wealth Management first reported a position in Waste Management in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's Waste Management position peaked at $256K in Q4 2018.
1,673 funds tracked by Wall St. Rank held Waste Management as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.