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Planning Center Inc’s Waste Management WM Stock Holding History

Planning Center Inc’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
2023
Q2 		– Sell
-1,625
Closed -$271K – 78
2023
Q1 		$271K Hold
1,625
– – 0.07% 50
2022
Q4 		$255K Buy
+1,625
New +$261K 0.08% 56

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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Planning Center Inc's WM Position: Q2 2023 in Review

Planning Center Inc sold out of Waste Management (WM) in Q2 2023, closing a stake of 1,625 shares — an estimated $271K sold.

Planning Center Inc first reported a position in WM in Q4 2022 and held it in 2 quarters. The position peaked at $271K in Q1 2023. 1,771 funds tracked by Wall St. Rank hold WM as of Q2 2023.

  • Planning Center Inc reported no remaining Waste Management position as of Q2 2023 after selling out during the quarter.
  • Planning Center Inc sold 1,625 Waste Management shares in Q2 2023, an estimated $271K.
  • Planning Center Inc first reported a position in Waste Management in Q4 2022 and held it in 2 quarters.
  • Planning Center Inc's Waste Management position peaked at $271K in Q1 2023.
  • 1,771 funds tracked by Wall St. Rank held Waste Management as of Q2 2023.

Based on Planning Center Inc's 13F filing for Q2 2023, filed 20 Jul 2023.