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Planning Capital Management Corporation’s Waste Management WM Stock Holding History

Planning Capital Management Corporation’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
Q3 		$50.9K Buy
245
+84
+52% +$17.5K 0.03% 180
2024
Q2 		$34.3K Hold
161
– – 0.02% 224
2024
Q1 		$34.3K Sell
161
-25
-13% -$4.91K 0.03% 222
2023
Q4 		$33.3K Buy
+186
New +$31.2K 0.03% 226

Other funds holding WM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Planning Capital Management Corporation's WM Position: Q3 2024 in Review

Planning Capital Management Corporation increased its Waste Management (WM) stake by 52% in Q3 2024, buying an estimated $17.5K and bringing the position to 245 shares worth $50.9K. The position accounts for 0.03% of the portfolio, ranked #180.

Planning Capital Management Corporation first reported a position in WM in Q4 2023 and has held it in 4 quarters since. 1,993 funds tracked by Wall St. Rank hold WM as of Q3 2024.

  • Planning Capital Management Corporation held 245 shares of Waste Management worth $50.9K as of Q3 2024.
  • Planning Capital Management Corporation bought 84 Waste Management shares in Q3 2024, an estimated $17.5K.
  • Waste Management made up 0.03% of Planning Capital Management Corporation's portfolio in Q3 2024, its #180 holding.
  • Planning Capital Management Corporation first reported a position in Waste Management in Q4 2023 and has held it in 4 quarters since.
  • 1,993 funds tracked by Wall St. Rank held Waste Management as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.