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Pinnacle Private Wealth’s Waste Management WM Stock Holding History

Pinnacle Private Wealth’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
Q2 		$275K Buy
1,799
+365
+25% +$57.2K 0.11% 210
2022
Q1 		$227K Sell
1,434
-68
-5% -$10.3K 0.07% 264
2021
Q4 		$251K Buy
+1,502
New +$242K 0.08% 247

Other funds holding WM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Pinnacle Private Wealth's WM Position: Q2 2022 in Review

Pinnacle Private Wealth increased its Waste Management (WM) stake by 25% in Q2 2022, buying an estimated $57.2K and bringing the position to 1,799 shares worth $275K. The position accounts for 0.11% of the portfolio, ranked #210.

Pinnacle Private Wealth first reported a position in WM in Q4 2021 and has held it in 3 quarters since. 1,675 funds tracked by Wall St. Rank hold WM as of Q2 2022.

  • Pinnacle Private Wealth held 1,799 shares of Waste Management worth $275K as of Q2 2022.
  • Pinnacle Private Wealth bought 365 Waste Management shares in Q2 2022, an estimated $57.2K.
  • Waste Management made up 0.11% of Pinnacle Private Wealth's portfolio in Q2 2022, its #210 holding.
  • Pinnacle Private Wealth first reported a position in Waste Management in Q4 2021 and has held it in 3 quarters since.
  • 1,675 funds tracked by Wall St. Rank held Waste Management as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.