New Century Financial Group’s Waste Management WM Stock Holding History

New Century 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 Q4	–	Sell	-978	Closed	-$203K	–	337
2024 Q3	$203K	Sell	978 -44	-4%	-$9.18K	0.07%	304
2024 Q2	$218K	Buy	+1,022	New	+$212K	0.09%	262
2024 Q1	–	Sell	-5,619	Closed	-$1.01M	–	204
2023 Q4	$1.01M	Buy	+5,619	New	+$942K	0.87%	27

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

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

New Century Financial Group's WM Position: Q4 2024 in Review

New Century Financial Group sold out of Waste Management (WM) in Q4 2024, closing a stake of 978 shares — an estimated $203K sold.

New Century Financial Group first reported a position in WM in Q4 2023 and held it in 3 quarters. The position peaked at $1.01M in Q4 2023. 2,128 funds tracked by Wall St. Rank hold WM as of Q4 2024.

New Century Financial Group reported no remaining Waste Management position as of Q4 2024 after selling out during the quarter.
New Century Financial Group sold 978 Waste Management shares in Q4 2024, an estimated $203K.
New Century Financial Group first reported a position in Waste Management in Q4 2023 and held it in 3 quarters.
New Century Financial Group's Waste Management position peaked at $1.01M in Q4 2023.
2,128 funds tracked by Wall St. Rank held Waste Management as of Q4 2024.

Based on New Century Financial Group's 13F filing for Q4 2024, filed 17 Jan 2025.