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New England Capital Financial Advisors’s Waste Management WM Stock Holding History

New England Capital Financial Advisors’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
Q2 		– Sell
-27
Closed -$4.41K – 446
2023
Q1 		$4.41K Buy
+27
New +$4.13K ﹤0.01% 302

Other funds holding WM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pictet Asset Management (Switzerland)
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

New England Capital Financial Advisors's WM Position: Q2 2023 in Review

New England Capital Financial Advisors sold out of Waste Management (WM) in Q2 2023, closing a stake of 27 shares — an estimated $4.41K sold.

New England Capital Financial Advisors first reported a position in WM in Q1 2023 and held it in 1 quarter. The position peaked at $4.41K in Q1 2023. 1,772 funds tracked by Wall St. Rank hold WM as of Q2 2023.

  • New England Capital Financial Advisors reported no remaining Waste Management position as of Q2 2023 after selling out during the quarter.
  • New England Capital Financial Advisors sold 27 Waste Management shares in Q2 2023, an estimated $4.41K.
  • New England Capital Financial Advisors first reported a position in Waste Management in Q1 2023 and held it in 1 quarter.
  • New England Capital Financial Advisors's Waste Management position peaked at $4.41K in Q1 2023.
  • 1,772 funds tracked by Wall St. Rank held Waste Management as of Q2 2023.

Based on New England Capital Financial Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.