Ridgecrest Wealth Partners’s Waste Management WM Stock Holding History

Ridgecrest Wealth Partners’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 Q4	–	Sell	-1,525	Closed	-$317K	–	118
2024 Q3	$317K	Hold	1,525	–	–	0.17%	83
2024 Q2	$325K	Hold	1,525	–	–	0.2%	77
2024 Q1	$325K	Hold	1,525	–	–	0.19%	79
2023 Q4	$273K	Hold	1,525	–	–	0.18%	79
2023 Q3	$232K	Hold	1,525	–	–	0.16%	84
2023 Q2	$264K	Hold	1,525	–	–	0.17%	82
2023 Q1	$249K	Hold	1,525	–	–	0.18%	84
2022 Q4	$239K	Hold	1,525	–	–	0.18%	79
2022 Q3	$244K	Hold	1,525	–	–	0.2%	78
2022 Q2	$233K	Buy	1,525 +25	+2%	+$3.92K	0.17%	92
2022 Q1	$238K	Hold	1,500	–	–	0.15%	98
2021 Q4	$250K	Hold	1,500	–	–	0.12%	108
2021 Q3	$224K	Hold	1,500	–	–	0.12%	107
2021 Q2	$210K	Buy	+1,500	New	+$207K	0.13%	103

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

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

Ridgecrest Wealth Partners's WM Position: Q4 2024 in Review

Ridgecrest Wealth Partners sold out of Waste Management (WM) in Q4 2024, closing a stake of 1,525 shares — an estimated $317K sold.

Ridgecrest Wealth Partners first reported a position in WM in Q2 2021 and held it in 14 quarters. The position peaked at $325K in Q2 2024. 2,128 funds tracked by Wall St. Rank hold WM as of Q4 2024.

Ridgecrest Wealth Partners reported no remaining Waste Management position as of Q4 2024 after selling out during the quarter.
Ridgecrest Wealth Partners sold 1,525 Waste Management shares in Q4 2024, an estimated $317K.
Ridgecrest Wealth Partners first reported a position in Waste Management in Q2 2021 and held it in 14 quarters.
Ridgecrest Wealth Partners's Waste Management position peaked at $325K in Q2 2024.
2,128 funds tracked by Wall St. Rank held Waste Management as of Q4 2024.

Based on Ridgecrest Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.