MGWM
WM icon

Marks Group Wealth Management’s Waste Management WM Stock Holding History

Marks Group 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
2023
Q1 		– Sell
-15,373
Closed -$2.41M – 295
2022
Q4 		$2.41M Buy
15,373
+509
+3% +$81.9K 0.33% 102
2022
Q3 		$2.38M Buy
+14,864
New +$2.45M 0.36% 93

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Marks Group Wealth Management's WM Position: Q1 2023 in Review

Marks Group Wealth Management sold out of Waste Management (WM) in Q1 2023, closing a stake of 15,373 shares — an estimated $2.41M sold.

Marks Group Wealth Management first reported a position in WM in Q3 2022 and held it in 2 quarters. The position peaked at $2.41M in Q4 2022. 1,732 funds tracked by Wall St. Rank hold WM as of Q1 2023.

  • Marks Group Wealth Management reported no remaining Waste Management position as of Q1 2023 after selling out during the quarter.
  • Marks Group Wealth Management sold 15,373 Waste Management shares in Q1 2023, an estimated $2.41M.
  • Marks Group Wealth Management first reported a position in Waste Management in Q3 2022 and held it in 2 quarters.
  • Marks Group Wealth Management's Waste Management position peaked at $2.41M in Q4 2022.
  • 1,732 funds tracked by Wall St. Rank held Waste Management as of Q1 2023.

Based on Marks Group Wealth Management's 13F filing for Q1 2023, filed 3 May 2023.