MilWealth Group’s Waste Management WM Stock Holding History

MilWealth Group’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
2022 Q1	–	Sell	-16	Closed	-$2.67K	–	154
2021 Q4	$2.67K	Hold	16	–	–	﹤0.01%	121
2021 Q3	$2.39K	Buy	+16	New	+$2.39K	﹤0.01%	127

Other funds holding WM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MilWealth Group's WM Position: Q1 2022 in Review

MilWealth Group sold out of Waste Management (WM) in Q1 2022, closing a stake of 16 shares — an estimated $2.67K sold.

MilWealth Group first reported a position in WM in Q3 2021 and held it in 2 quarters. The position peaked at $2.67K in Q4 2021. 1,660 funds tracked by Wall St. Rank hold WM as of Q1 2022.

MilWealth Group reported no remaining Waste Management position as of Q1 2022 after selling out during the quarter.
MilWealth Group sold 16 Waste Management shares in Q1 2022, an estimated $2.67K.
MilWealth Group first reported a position in Waste Management in Q3 2021 and held it in 2 quarters.
MilWealth Group's Waste Management position peaked at $2.67K in Q4 2021.
1,660 funds tracked by Wall St. Rank held Waste Management as of Q1 2022.

Based on MilWealth Group's 13F filing for Q1 2022, filed 9 May 2023.