New Wave Wealth Advisors’s Waste Management WM Stock Holding History

New Wave Wealth 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
2025 Q1	–	Sell	-348	Closed	-$70.2K	–	679
2024 Q4	$70.2K	Buy	+348	New	+$74.7K	0.03%	198

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

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

Norges Bank Oslo, Norway $935B AUM

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

New Wave Wealth Advisors's WM Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of Waste Management (WM) in Q1 2025, closing a stake of 348 shares — an estimated $70.2K sold.

New Wave Wealth Advisors first reported a position in WM in Q4 2024 and held it in 1 quarter. The position peaked at $70.2K in Q4 2024. 2,201 funds tracked by Wall St. Rank hold WM as of Q1 2025.

New Wave Wealth Advisors reported no remaining Waste Management position as of Q1 2025 after selling out during the quarter.
New Wave Wealth Advisors sold 348 Waste Management shares in Q1 2025, an estimated $70.2K.
New Wave Wealth Advisors first reported a position in Waste Management in Q4 2024 and held it in 1 quarter.
New Wave Wealth Advisors's Waste Management position peaked at $70.2K in Q4 2024.
2,201 funds tracked by Wall St. Rank held Waste Management as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.