Monumental Financial Group’s Waste Management WM Stock Holding History

Monumental Financial 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
2024 Q3	$485K	Hold	2,334	–	–	0.18%	39
2024 Q2	$498K	Hold	2,334	–	–	0.22%	39
2024 Q1	$498K	Hold	2,334	–	–	0.26%	37
2023 Q4	$418K	Hold	2,334	–	–	0.25%	37
2023 Q3	$356K	Hold	2,334	–	–	0.24%	38
2023 Q2	$405K	Hold	2,334	–	–	0.27%	42
2023 Q1	$381K	Sell	2,334 -69	-3%	-$10.6K	0.27%	47
2022 Q4	$377K	Buy	2,403 +65	+3%	+$10.5K	0.3%	47
2022 Q3	$375K	Buy	2,338 +5	+0.2%	+$825	0.36%	25
2022 Q2	$357K	Buy	2,333 +10	+0.4%	+$1.57K	0.33%	33
2022 Q1	$368K	Buy	2,323 +234	+11%	+$35.5K	0.3%	20
2021 Q4	$349K	Buy	2,089 +7	+0.3%	+$1.13K	0.25%	20
2021 Q3	$311K	Buy	2,082 +8	+0.4%	+$1.2K	0.25%	20
2021 Q2	$291K	Sell	2,074 -306	-13%	-$42.3K	0.25%	20
2021 Q1	$307K	Buy	+2,380	New	+$278K	0.29%	47

Other funds holding WM

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

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Monumental Financial Group's WM Position: Q3 2024 in Review

Monumental Financial Group held its Waste Management (WM) position steady in Q3 2024 at 2,334 shares worth $485K. The position accounts for 0.18% of the portfolio, ranked #39.

Monumental Financial Group first reported a position in WM in Q1 2021 and has held it in 15 quarters since. The position peaked at $498K in Q2 2024. 1,995 funds tracked by Wall St. Rank hold WM as of Q3 2024.

Monumental Financial Group held 2,334 shares of Waste Management worth $485K as of Q3 2024.
Monumental Financial Group left its Waste Management share count unchanged in Q3 2024.
Waste Management made up 0.18% of Monumental Financial Group's portfolio in Q3 2024, its #39 holding.
Monumental Financial Group first reported a position in Waste Management in Q1 2021 and has held it in 15 quarters since.
Monumental Financial Group's Waste Management position peaked at $498K in Q2 2024.
1,995 funds tracked by Wall St. Rank held Waste Management as of Q3 2024.

Based on Monumental Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.