Pictet North America Advisors’s Waste Management WM Stock Holding History

Pictet North America 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
2022 Q4	–	Sell	-6,600	Closed	-$1.06M	–	147
2022 Q3	$1.06M	Hold	6,600	–	–	0.17%	73
2022 Q2	$1.01M	Hold	6,600	–	–	0.13%	80
2022 Q1	$1.05M	Hold	6,600	–	–	0.12%	78
2021 Q4	$1.1M	Hold	6,600	–	–	0.11%	77
2021 Q3	$986K	Hold	6,600	–	–	0.1%	76
2021 Q2	$925K	Hold	6,600	–	–	0.1%	79
2021 Q1	$852K	Sell	6,600 -2,800	-30%	-$327K	0.1%	78
2020 Q4	$1.11M	Hold	9,400	–	–	0.14%	73
2020 Q3	$1.06M	Hold	9,400	–	–	0.15%	76
2020 Q2	$996K	Hold	9,400	–	–	0.14%	78
2020 Q1	$870K	Hold	9,400	–	–	0.15%	83
2019 Q4	$1.07M	Hold	9,400	–	–	0.13%	86
2019 Q3	$1.08M	Hold	9,400	–	–	0.15%	86
2019 Q2	$1.08M	Hold	9,400	–	–	0.16%	79
2019 Q1	$977K	Hold	9,400	–	–	0.15%	82
2018 Q4	$837K	Hold	9,400	–	–	0.08%	90
2018 Q3	$849K	Buy	9,400 +6,600	+236%	+$585K	0.11%	94
2018 Q2	$228K	Buy	+2,800	New	+$232K	0.03%	130

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

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

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

Pictet North America Advisors's WM Position: Q4 2022 in Review

Pictet North America Advisors sold out of Waste Management (WM) in Q4 2022, closing a stake of 6,600 shares — an estimated $1.06M sold.

Pictet North America Advisors first reported a position in WM in Q2 2018 and held it in 18 quarters. The position peaked at $1.11M in Q4 2020. 1,737 funds tracked by Wall St. Rank hold WM as of Q4 2022.

Pictet North America Advisors reported no remaining Waste Management position as of Q4 2022 after selling out during the quarter.
Pictet North America Advisors sold 6,600 Waste Management shares in Q4 2022, an estimated $1.06M.
Pictet North America Advisors first reported a position in Waste Management in Q2 2018 and held it in 18 quarters.
Pictet North America Advisors's Waste Management position peaked at $1.11M in Q4 2020.
1,737 funds tracked by Wall St. Rank held Waste Management as of Q4 2022.

Based on Pictet North America Advisors's 13F filing for Q4 2022, filed 22 Mar 2023.