Retirement Planning Company of New England’s Waste Management WM Stock Holding History

Retirement Planning Company of New England’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 Q1	–	Sell	-4,083	Closed	-$731K	–	239
2023 Q4	$731K	Buy	4,083 +42	+1%	+$7.04K	0.33%	92
2023 Q3	$616K	Buy	+4,041	New	+$654K	0.34%	90
2022 Q1	–	Sell	-665	Closed	-$111K	–	892
2021 Q4	$111K	Buy	+665	New	+$107K	0.05%	290

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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Retirement Planning Company of New England's WM Position: Q1 2024 in Review

Retirement Planning Company of New England sold out of Waste Management (WM) in Q1 2024, closing a stake of 4,083 shares — an estimated $731K sold.

Retirement Planning Company of New England first reported a position in WM in Q4 2021 and held it in 3 quarters. The position peaked at $731K in Q4 2023. 1,971 funds tracked by Wall St. Rank hold WM as of Q1 2024.

Retirement Planning Company of New England reported no remaining Waste Management position as of Q1 2024 after selling out during the quarter.
Retirement Planning Company of New England sold 4,083 Waste Management shares in Q1 2024, an estimated $731K.
Retirement Planning Company of New England first reported a position in Waste Management in Q4 2021 and held it in 3 quarters.
Retirement Planning Company of New England's Waste Management position peaked at $731K in Q4 2023.
1,971 funds tracked by Wall St. Rank held Waste Management as of Q1 2024.

Based on Retirement Planning Company of New England's 13F filing for Q1 2024, filed 6 May 2024.