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Legacy Edge Advisors’s Waste Management WM Stock Holding History

Legacy Edge Advisors’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 		– Sell
-1,220
Closed -$253K – 189
2024
Q3 		$253K Sell
1,220
-22
-2% -$4.59K 0.04% 162
2024
Q2 		$265K Buy
1,242
+24
+2% +$4.99K 0.05% 148
2024
Q1 		$260K Hold
1,218
– – 0.05% 140
2023
Q4 		$218K Buy
+1,218
New +$204K 0.05% 151

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 $34.4B AUM 26.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Legacy Edge Advisors's WM Position: Q4 2024 in Review

Legacy Edge Advisors sold out of Waste Management (WM) in Q4 2024, closing a stake of 1,220 shares — an estimated $253K sold.

Legacy Edge Advisors first reported a position in WM in Q4 2023 and held it in 4 quarters. The position peaked at $265K in Q2 2024. 2,130 funds tracked by Wall St. Rank hold WM as of Q4 2024.

  • Legacy Edge Advisors reported no remaining Waste Management position as of Q4 2024 after selling out during the quarter.
  • Legacy Edge Advisors sold 1,220 Waste Management shares in Q4 2024, an estimated $253K.
  • Legacy Edge Advisors first reported a position in Waste Management in Q4 2023 and held it in 4 quarters.
  • Legacy Edge Advisors's Waste Management position peaked at $265K in Q2 2024.
  • 2,130 funds tracked by Wall St. Rank held Waste Management as of Q4 2024.

Based on Legacy Edge Advisors's 13F filing for Q4 2024, filed 17 Aug 2026.