LB
WM icon

Leo Brokerage’s Waste Management WM Stock Holding History

Leo Brokerage’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
Q2 		$230K Sell
1,325
-174
-12% -$28.8K 0.03% 272
2023
Q1 		$245K Buy
+1,499
New +$230K 0.04% 258

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
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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Leo Brokerage's WM Position: Q2 2023 in Review

Leo Brokerage reduced its Waste Management (WM) stake by 12% in Q2 2023, selling an estimated $28.8K and leaving 1,325 shares worth $230K. The position accounts for 0.03% of the portfolio, ranked #272.

Leo Brokerage first reported a position in WM in Q1 2023 and has held it in 2 quarters since. The position peaked at $245K in Q1 2023. 1,772 funds tracked by Wall St. Rank hold WM as of Q2 2023.

  • Leo Brokerage held 1,325 shares of Waste Management worth $230K as of Q2 2023.
  • Leo Brokerage sold 174 Waste Management shares in Q2 2023, an estimated $28.8K.
  • Waste Management made up 0.03% of Leo Brokerage's portfolio in Q2 2023, its #272 holding.
  • Leo Brokerage first reported a position in Waste Management in Q1 2023 and has held it in 2 quarters since.
  • Leo Brokerage's Waste Management position peaked at $245K in Q1 2023.
  • 1,772 funds tracked by Wall St. Rank held Waste Management as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.