MWM
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Minot Wealth Management’s Waste Management WM Stock Holding History

Minot 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
2022
Q2 		$698K Buy
4,561
+938
+26% +$147K 0.18% 95
2022
Q1 		$574K Buy
3,623
+3
+0.1% +$455 0.12% 119
2021
Q4 		$604K Sell
3,620
-89
-2% -$14.3K 0.12% 118
2021
Q3 		$554K Buy
3,709
+1,364
+58% +$204K 0.12% 119
2021
Q2 		$334K Buy
2,345
+301
+15% +$41.6K 0.07% 147
2021
Q1 		$264K Buy
+2,044
New +$239K 0.07% 148

Other funds holding WM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Minot Wealth Management's WM Position: Q2 2022 in Review

Minot Wealth Management increased its Waste Management (WM) stake by 26% in Q2 2022, buying an estimated $147K and bringing the position to 4,561 shares worth $698K. The position accounts for 0.18% of the portfolio, ranked #95.

Minot Wealth Management first reported a position in WM in Q1 2021 and has held it in 6 quarters since. 1,674 funds tracked by Wall St. Rank hold WM as of Q2 2022.

  • Minot Wealth Management held 4,561 shares of Waste Management worth $698K as of Q2 2022.
  • Minot Wealth Management bought 938 Waste Management shares in Q2 2022, an estimated $147K.
  • Waste Management made up 0.18% of Minot Wealth Management's portfolio in Q2 2022, its #95 holding.
  • Minot Wealth Management first reported a position in Waste Management in Q1 2021 and has held it in 6 quarters since.
  • 1,674 funds tracked by Wall St. Rank held Waste Management as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.