Mirabella Financial Services’s Waste Management WM Stock Holding History

Mirabella Financial Services’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 Q3	–	Sell	-1,342	Closed	-$286K	–	460
2024 Q2	$286K	Sell	1,342 -4,870	-78%	-$1.01M	0.02%	335
2024 Q1	$1.32M	Sell	6,212 -8,332	-57%	-$1.64M	0.1%	158
2023 Q4	$2.6M	Buy	14,544 +9,364	+181%	+$1.57M	0.35%	68
2023 Q3	$790K	Buy	5,180 +3,824	+282%	+$619K	0.11%	175
2023 Q2	$235K	Buy	+1,356	New	+$224K	0.03%	408
2023 Q1	–	Sell	-35,785	Closed	-$5.61M	–	612
2022 Q4	$5.61M	Sell	35,785 -1,102	-3%	-$177K	0.5%	31
2022 Q3	$5.74M	Sell	36,887 -1,798	-5%	-$297K	0.6%	26
2022 Q2	$5.92M	Buy	+38,685	New	+$6.06M	0.58%	28
2021 Q4	–	Sell	-4,582	Closed	-$684K	–	628
2021 Q3	$684K	Buy	+4,582	New	+$686K	0.09%	204

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Mirabella Financial Services's WM Position: Q3 2024 in Review

Mirabella Financial Services sold out of Waste Management (WM) in Q3 2024, closing a stake of 1,342 shares — an estimated $286K sold.

Mirabella Financial Services first reported a position in WM in Q3 2021 and held it in 9 quarters. The position peaked at $5.92M in Q2 2022. 1,992 funds tracked by Wall St. Rank hold WM as of Q3 2024.

Mirabella Financial Services reported no remaining Waste Management position as of Q3 2024 after selling out during the quarter.
Mirabella Financial Services sold 1,342 Waste Management shares in Q3 2024, an estimated $286K.
Mirabella Financial Services first reported a position in Waste Management in Q3 2021 and held it in 9 quarters.
Mirabella Financial Services's Waste Management position peaked at $5.92M in Q2 2022.
1,992 funds tracked by Wall St. Rank held Waste Management as of Q3 2024.

Based on Mirabella Financial Services's 13F filing for Q3 2024, filed 13 Nov 2024.