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RGT Wealth Advisors’s Waste Management WM Stock Holding History

RGT Wealth 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
2022
Q3 		$376K Sell
2,349
-1,171
-33% -$193K 0.06% 52
2022
Q2 		$538K Buy
+3,520
New +$551K 0.09% 49

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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

RGT Wealth Advisors's WM Position: Q3 2022 in Review

RGT Wealth Advisors reduced its Waste Management (WM) stake by 33% in Q3 2022, selling an estimated $193K and leaving 2,349 shares worth $376K. The position accounts for 0.06% of the portfolio, ranked #52.

RGT Wealth Advisors first reported a position in WM in Q2 2022 and has held it in 2 quarters since. The position peaked at $538K in Q2 2022. 1,692 funds tracked by Wall St. Rank hold WM as of Q3 2022.

  • RGT Wealth Advisors held 2,349 shares of Waste Management worth $376K as of Q3 2022.
  • RGT Wealth Advisors sold 1,171 Waste Management shares in Q3 2022, an estimated $193K.
  • Waste Management made up 0.06% of RGT Wealth Advisors's portfolio in Q3 2022, its #52 holding.
  • RGT Wealth Advisors first reported a position in Waste Management in Q2 2022 and has held it in 2 quarters since.
  • RGT Wealth Advisors's Waste Management position peaked at $538K in Q2 2022.
  • 1,692 funds tracked by Wall St. Rank held Waste Management as of Q3 2022.

Based on RGT Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.