LWA
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Lineweaver Wealth Advisors’s Waste Management WM Stock Holding History

Lineweaver 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
2023
Q1 		– Sell
-7,084
Closed -$1.11M – 144
2022
Q4 		$1.11M Buy
+7,084
New +$1.14M 0.34% 58

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Lineweaver Wealth Advisors's WM Position: Q1 2023 in Review

Lineweaver Wealth Advisors sold out of Waste Management (WM) in Q1 2023, closing a stake of 7,084 shares — an estimated $1.11M sold.

Lineweaver Wealth Advisors first reported a position in WM in Q4 2022 and held it in 1 quarter. The position peaked at $1.11M in Q4 2022. 1,735 funds tracked by Wall St. Rank hold WM as of Q1 2023.

  • Lineweaver Wealth Advisors reported no remaining Waste Management position as of Q1 2023 after selling out during the quarter.
  • Lineweaver Wealth Advisors sold 7,084 Waste Management shares in Q1 2023, an estimated $1.11M.
  • Lineweaver Wealth Advisors first reported a position in Waste Management in Q4 2022 and held it in 1 quarter.
  • Lineweaver Wealth Advisors's Waste Management position peaked at $1.11M in Q4 2022.
  • 1,735 funds tracked by Wall St. Rank held Waste Management as of Q1 2023.

Based on Lineweaver Wealth Advisors's 13F filing for Q1 2023, filed 2 May 2023.