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S.E.E.D. Planning Group’s Waste Management WM Stock Holding History

S.E.E.D. Planning Group’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
Q2 		– Sell
-1,005
Closed -$214K – 79
2024
Q1 		$214K Sell
1,005
-144
-13% -$28.3K 0.08% 74
2023
Q4 		$206K Buy
+1,149
New +$193K 0.08% 80
2023
Q3 		– Sell
-1,716
Closed -$298K – 92
2023
Q2 		$298K Sell
1,716
-352
-17% -$58.2K 0.1% 68
2023
Q1 		$337K Buy
2,068
+102
+5% +$15.6K 0.13% 66
2022
Q4 		$308K Buy
1,966
+172
+10% +$27.7K 0.13% 68
2022
Q3 		$287K Sell
1,794
-185
-9% -$30.5K 0.13% 62
2022
Q2 		$303K Buy
1,979
+184
+10% +$28.8K 0.14% 61
2022
Q1 		$285K Buy
1,795
+279
+18% +$42.3K 0.12% 68
2021
Q4 		$253K Sell
1,516
-40
-3% -$6.43K 0.11% 76
2021
Q3 		$232K Buy
+1,556
New +$233K 0.11% 76

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

S.E.E.D. Planning Group's WM Position: Q2 2024 in Review

S.E.E.D. Planning Group sold out of Waste Management (WM) in Q2 2024, closing a stake of 1,005 shares — an estimated $214K sold.

S.E.E.D. Planning Group first reported a position in WM in Q3 2021 and held it in 10 quarters. The position peaked at $337K in Q1 2023. 1,998 funds tracked by Wall St. Rank hold WM as of Q2 2024.

  • S.E.E.D. Planning Group reported no remaining Waste Management position as of Q2 2024 after selling out during the quarter.
  • S.E.E.D. Planning Group sold 1,005 Waste Management shares in Q2 2024, an estimated $214K.
  • S.E.E.D. Planning Group first reported a position in Waste Management in Q3 2021 and held it in 10 quarters.
  • S.E.E.D. Planning Group's Waste Management position peaked at $337K in Q1 2023.
  • 1,998 funds tracked by Wall St. Rank held Waste Management as of Q2 2024.

Based on S.E.E.D. Planning Group's 13F filing for Q2 2024, filed 18 Jul 2024.