One Wealth Advisors’s Waste Management WM Stock Holding History

One 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
2024 Q4	–	Sell	-986	Closed	-$205K	–	292
2024 Q3	$205K	Buy	986 +1	+0.1%	+$209	0.03%	257
2024 Q2	$202K	Buy	+985	New	+$205K	0.04%	228
2023 Q1	–	Sell	-570	Closed	-$89.4K	–	602
2022 Q4	$89.4K	Buy	+570	New	+$91.7K	0.02%	310

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

One Wealth Advisors's WM Position: Q4 2024 in Review

One Wealth Advisors sold out of Waste Management (WM) in Q4 2024, closing a stake of 986 shares — an estimated $205K sold.

One Wealth Advisors first reported a position in WM in Q4 2022 and held it in 3 quarters. The position peaked at $205K in Q3 2024. 2,128 funds tracked by Wall St. Rank hold WM as of Q4 2024.

One Wealth Advisors reported no remaining Waste Management position as of Q4 2024 after selling out during the quarter.
One Wealth Advisors sold 986 Waste Management shares in Q4 2024, an estimated $205K.
One Wealth Advisors first reported a position in Waste Management in Q4 2022 and held it in 3 quarters.
One Wealth Advisors's Waste Management position peaked at $205K in Q3 2024.
2,128 funds tracked by Wall St. Rank held Waste Management as of Q4 2024.

Based on One Wealth Advisors's 13F filing for Q4 2024, filed 24 Jan 2025.