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LGT Financial Advisors’s Waste Management WM Stock Holding History

LGT Financial 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
2023
Q3 		– Sell
-5,644
Closed -$979K – 947
2023
Q2 		$979K Buy
5,644
+3,396
+151% +$561K 1.04% 25
2023
Q1 		$367K Buy
+2,248
New +$344K 0.68% 35

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 $31.7B AUM 20.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

LGT Financial Advisors's WM Position: Q3 2023 in Review

LGT Financial Advisors sold out of Waste Management (WM) in Q3 2023, closing a stake of 5,644 shares — an estimated $979K sold.

LGT Financial Advisors first reported a position in WM in Q1 2023 and held it in 2 quarters. The position peaked at $979K in Q2 2023. 1,743 funds tracked by Wall St. Rank hold WM as of Q3 2023.

  • LGT Financial Advisors reported no remaining Waste Management position as of Q3 2023 after selling out during the quarter.
  • LGT Financial Advisors sold 5,644 Waste Management shares in Q3 2023, an estimated $979K.
  • LGT Financial Advisors first reported a position in Waste Management in Q1 2023 and held it in 2 quarters.
  • LGT Financial Advisors's Waste Management position peaked at $979K in Q2 2023.
  • 1,743 funds tracked by Wall St. Rank held Waste Management as of Q3 2023.

Based on LGT Financial Advisors's 13F filing for Q3 2023, filed 1 Nov 2023.