MFA Wealth Advisors’s Waste Management WM Stock Holding History

MFA 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
2024 Q4	–	Sell	-385	Closed	-$79.9K	–	393
2024 Q3	$79.9K	Hold	385	–	–	0.02%	151
2024 Q2	$82.1K	Buy	+385	New	+$80K	0.02%	145
2022 Q2	–	Sell	-25,651	Closed	-$4.06M	–	73
2022 Q1	$4.06M	Sell	25,651 -8,625	-25%	-$1.31M	1.29%	24
2021 Q4	$5.72M	Sell	34,276 -866	-2%	-$139K	2.42%	16
2021 Q3	$5.24M	Sell	35,142 -1,468	-4%	-$220K	2.41%	15
2021 Q2	$5.13M	Sell	36,610 -5,960	-14%	-$824K	2.32%	17
2021 Q1	$5.5M	Buy	+42,570	New	+$4.98M	2.67%	15

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

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

Norges Bank Oslo, Norway $935B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MFA Wealth Advisors's WM Position: Q4 2024 in Review

MFA Wealth Advisors sold out of Waste Management (WM) in Q4 2024, closing a stake of 385 shares — an estimated $79.9K sold.

MFA Wealth Advisors first reported a position in WM in Q1 2021 and held it in 7 quarters. The position peaked at $5.72M in Q4 2021. 2,128 funds tracked by Wall St. Rank hold WM as of Q4 2024.

MFA Wealth Advisors reported no remaining Waste Management position as of Q4 2024 after selling out during the quarter.
MFA Wealth Advisors sold 385 Waste Management shares in Q4 2024, an estimated $79.9K.
MFA Wealth Advisors first reported a position in Waste Management in Q1 2021 and held it in 7 quarters.
MFA Wealth Advisors's Waste Management position peaked at $5.72M in Q4 2021.
2,128 funds tracked by Wall St. Rank held Waste Management as of Q4 2024.

Based on MFA Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.