RE Dickinson Investment Advisors’s Waste Management WM Stock Holding History

RE Dickinson Investment 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
2024 Q3	–	Sell	-290	Closed	-$61.9K	–	253
2024 Q2	$61.9K	Hold	290	–	–	0.04%	81
2024 Q1	$62K	Hold	290	–	–	0.04%	75
2023 Q4	$52K	Hold	290	–	–	0.03%	81
2023 Q3	$44K	Hold	290	–	–	0.03%	87
2023 Q2	$50K	Hold	290	–	–	0.02%	156
2023 Q1	$47K	Hold	290	–	–	0.02%	161
2022 Q4	$45K	Sell	290 -10	-3%	-$1.61K	0.02%	149
2022 Q3	$48K	Hold	300	–	–	0.04%	73
2022 Q2	$45.9K	Hold	300	–	–	6.5%	2
2022 Q1	$48K	Hold	300	–	–	0.03%	89
2021 Q4	$50K	Buy	+300	New	+$48.2K	0.04%	85

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

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RE Dickinson Investment Advisors's WM Position: Q3 2024 in Review

RE Dickinson Investment Advisors sold out of Waste Management (WM) in Q3 2024, closing a stake of 290 shares — an estimated $61.9K sold.

RE Dickinson Investment Advisors first reported a position in WM in Q4 2021 and held it in 11 quarters. The position peaked at $62K in Q1 2024. 1,992 funds tracked by Wall St. Rank hold WM as of Q3 2024.

RE Dickinson Investment Advisors reported no remaining Waste Management position as of Q3 2024 after selling out during the quarter.
RE Dickinson Investment Advisors sold 290 Waste Management shares in Q3 2024, an estimated $61.9K.
RE Dickinson Investment Advisors first reported a position in Waste Management in Q4 2021 and held it in 11 quarters.
RE Dickinson Investment Advisors's Waste Management position peaked at $62K in Q1 2024.
1,992 funds tracked by Wall St. Rank held Waste Management as of Q3 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.