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Lenox Wealth Advisors’s Waste Management WM Stock Holding History

Lenox Wealth 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
2022
Q1 		$130K Buy
786
+39
+5% +$5.91K 0.02% 144
2021
Q4 		$125K Buy
747
+6
+0.8% +$965 0.01% 151
2021
Q3 		$111K Buy
741
+5
+0.7% +$748 0.01% 150
2021
Q2 		$103K Buy
736
+525
+249% +$72.6K 0.01% 156
2021
Q1 		$27K Buy
211
+41
+24% +$4.79K ﹤0.01% 268
2020
Q4 		$20K Hold
170
– – ﹤0.01% 323
2020
Q3 		$19K Buy
170
+122
+254% +$13.5K ﹤0.01% 295
2020
Q2 		$5K Sell
48
-9
-16% -$909 ﹤0.01% 444
2020
Q1 		$5K Buy
+57
New +$6.54K ﹤0.01% 433
2015
Q4 		– Sell
-146
Closed -$7K – 566
2015
Q3 		$7K Hold
146
– – ﹤0.01% 221
2015
Q2 		$7K Hold
146
– – ﹤0.01% 184
2015
Q1 		$8K Hold
146
– – ﹤0.01% 185
2014
Q4 		$7K Sell
146
-131
-47% -$6.38K ﹤0.01% 205
2014
Q3 		$13K Hold
277
– – 0.01% 164
2014
Q2 		$12K Buy
277
+146
+111% +$6.35K 0.01% 138
2014
Q1 		$5K Sell
131
-61
-32% -$2.56K ﹤0.01% 171
2013
Q4 		$9K Sell
192
-119
-38% -$5.2K 0.01% 181
2013
Q3 		$13K Hold
311
– – 0.01% 91
2013
Q2 		$13K Buy
+311
New +$12.6K 0.01% 96

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
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lenox Wealth Advisors's WM Position: Q1 2022 in Review

Lenox Wealth Advisors increased its Waste Management (WM) stake by 5.2% in Q1 2022, buying an estimated $5.91K and bringing the position to 786 shares worth $130K. The position accounts for 0.02% of the portfolio, ranked #144.

Lenox Wealth Advisors first reported a position in WM in Q2 2013 and has held it in 19 quarters since. 1,660 funds tracked by Wall St. Rank hold WM as of Q1 2022.

  • Lenox Wealth Advisors held 786 shares of Waste Management worth $130K as of Q1 2022.
  • Lenox Wealth Advisors bought 39 Waste Management shares in Q1 2022, an estimated $5.91K.
  • Waste Management made up 0.02% of Lenox Wealth Advisors's portfolio in Q1 2022, its #144 holding.
  • Lenox Wealth Advisors first reported a position in Waste Management in Q2 2013 and has held it in 19 quarters since.
  • 1,660 funds tracked by Wall St. Rank held Waste Management as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.