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Northwest Financial Advisors’s Waste Management WM Stock Holding History

Northwest 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
2024
Q4 		– Sell
-66
Closed -$13.8K – 550
2024
Q3 		$13.8K Buy
+66
New +$13.8K 0.01% 365
2024
Q1 		– Sell
-66
Closed -$11.8K – 536
2023
Q4 		$11.8K Buy
+66
New +$11.1K 0.01% 358

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 $31.7B AUM 20.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northwest Financial Advisors's WM Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Waste Management (WM) in Q4 2024, closing a stake of 66 shares — an estimated $13.8K sold.

Northwest Financial Advisors first reported a position in WM in Q4 2023 and held it in 2 quarters. The position peaked at $13.8K in Q3 2024. 2,128 funds tracked by Wall St. Rank hold WM as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Waste Management position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 66 Waste Management shares in Q4 2024, an estimated $13.8K.
  • Northwest Financial Advisors first reported a position in Waste Management in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Waste Management position peaked at $13.8K in Q3 2024.
  • 2,128 funds tracked by Wall St. Rank held Waste Management as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.