Pacific Capital Wealth Advisors’s Waste Management WM Stock Holding History

Pacific Capital 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	-199	Closed	-$40.2K	–	389
2024 Q4	$40.2K	Hold	199	–	–	0.01%	165
2024 Q3	$41.3K	Hold	199	–	–	0.01%	176
2024 Q2	$42.5K	Hold	199	–	–	0.01%	166
2024 Q1	$42.4K	Hold	199	–	–	0.01%	150
2023 Q4	$35.6K	Buy	+199	New	+$33.4K	0.01%	154

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

Pacific Capital Wealth Advisors's WM Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Waste Management (WM) in Q1 2025, closing a stake of 199 shares — an estimated $40.2K sold.

Pacific Capital Wealth Advisors first reported a position in WM in Q4 2023 and held it in 5 quarters. The position peaked at $42.5K in Q2 2024. 2,201 funds tracked by Wall St. Rank hold WM as of Q1 2025.

Pacific Capital Wealth Advisors reported no remaining Waste Management position as of Q1 2025 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 199 Waste Management shares in Q1 2025, an estimated $40.2K.
Pacific Capital Wealth Advisors first reported a position in Waste Management in Q4 2023 and held it in 5 quarters.
Pacific Capital Wealth Advisors's Waste Management position peaked at $42.5K in Q2 2024.
2,201 funds tracked by Wall St. Rank held Waste Management as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.