Paces Ferry Wealth Advisors’s Waste Management WM Stock Holding History

Paces Ferry 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	-1,025	Closed	-$207K	–	133
2024 Q4	$207K	Buy	1,025 +11	+1%	+$2.36K	0.1%	121
2024 Q3	$211K	Buy	1,014 +30	+3%	+$6.26K	0.12%	114
2024 Q2	$210K	Buy	+984	New	+$205K	0.13%	110
2020 Q4	–	Sell	-479	Closed	-$54K	–	1105
2020 Q3	$54K	Buy	+479	New	+$52.9K	0.05%	221

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

Paces Ferry Wealth Advisors's WM Position: Q1 2025 in Review

Paces Ferry Wealth Advisors sold out of Waste Management (WM) in Q1 2025, closing a stake of 1,025 shares — an estimated $207K sold.

Paces Ferry Wealth Advisors first reported a position in WM in Q3 2020 and held it in 4 quarters. The position peaked at $211K in Q3 2024. 2,201 funds tracked by Wall St. Rank hold WM as of Q1 2025.

Paces Ferry Wealth Advisors reported no remaining Waste Management position as of Q1 2025 after selling out during the quarter.
Paces Ferry Wealth Advisors sold 1,025 Waste Management shares in Q1 2025, an estimated $207K.
Paces Ferry Wealth Advisors first reported a position in Waste Management in Q3 2020 and held it in 4 quarters.
Paces Ferry Wealth Advisors's Waste Management position peaked at $211K in Q3 2024.
2,201 funds tracked by Wall St. Rank held Waste Management as of Q1 2025.

Based on Paces Ferry Wealth Advisors's 13F filing for Q1 2025, filed 14 May 2025.