LIWM
WM icon

Long Island Wealth Management’s Waste Management WM Stock Holding History

Long Island Wealth Management’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
-5
Closed -$1K – 413
2023
Q4 		$1K Buy
+5
New +$838 ﹤0.01% 416

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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Long Island Wealth Management's WM Position: Q1 2024 in Review

Long Island Wealth Management sold out of Waste Management (WM) in Q1 2024, closing a stake of 5 shares — an estimated $1K sold.

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

  • Long Island Wealth Management reported no remaining Waste Management position as of Q1 2024 after selling out during the quarter.
  • Long Island Wealth Management sold 5 Waste Management shares in Q1 2024, an estimated $1K.
  • Long Island Wealth Management first reported a position in Waste Management in Q4 2023 and held it in 1 quarter.
  • Long Island Wealth Management's Waste Management position peaked at $1K in Q4 2023.
  • 1,970 funds tracked by Wall St. Rank held Waste Management as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.