My Personal CFO LLC’s Waste Management WM Stock Holding History

My Personal CFO LLC’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
2023 Q1	–	Sell	-135	Closed	-$21.2K	–	834
2022 Q4	$21.2K	Buy	+135	New	+$21.7K	0.02%	196

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

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

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

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

My Personal CFO LLC's WM Position: Q1 2023 in Review

My Personal CFO LLC sold out of Waste Management (WM) in Q1 2023, closing a stake of 135 shares — an estimated $21.2K sold.

My Personal CFO LLC first reported a position in WM in Q4 2022 and held it in 1 quarter. The position peaked at $21.2K in Q4 2022. 1,732 funds tracked by Wall St. Rank hold WM as of Q1 2023.

My Personal CFO LLC reported no remaining Waste Management position as of Q1 2023 after selling out during the quarter.
My Personal CFO LLC sold 135 Waste Management shares in Q1 2023, an estimated $21.2K.
My Personal CFO LLC first reported a position in Waste Management in Q4 2022 and held it in 1 quarter.
My Personal CFO LLC's Waste Management position peaked at $21.2K in Q4 2022.
1,732 funds tracked by Wall St. Rank held Waste Management as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.