Life Planning Partners’s Waste Management WM Stock Holding History

Life Planning Partners’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 Q1	–	Sell	-9	Closed	-$1.61K	–	257
2023 Q4	$1.61K	Buy	+9	New	+$1.51K	﹤0.01%	216

Other funds holding WM

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

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Life Planning Partners's WM Position: Q1 2024 in Review

Life Planning Partners sold out of Waste Management (WM) in Q1 2024, closing a stake of 9 shares — an estimated $1.61K sold.

Life Planning Partners first reported a position in WM in Q4 2023 and held it in 1 quarter. The position peaked at $1.61K in Q4 2023. 1,970 funds tracked by Wall St. Rank hold WM as of Q1 2024.

Life Planning Partners reported no remaining Waste Management position as of Q1 2024 after selling out during the quarter.
Life Planning Partners sold 9 Waste Management shares in Q1 2024, an estimated $1.61K.
Life Planning Partners first reported a position in Waste Management in Q4 2023 and held it in 1 quarter.
Life Planning Partners's Waste Management position peaked at $1.61K in Q4 2023.
1,970 funds tracked by Wall St. Rank held Waste Management as of Q1 2024.

Based on Life Planning Partners's 13F filing for Q1 2024, filed 2 May 2024.