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Schechter Investment Advisors’s Waste Management WM Stock Holding History

Schechter 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
2025
Q1 		$654K Sell
2,824
-59
-2% -$13.1K 0.05% 310
2024
Q4 		$582K Buy
2,883
+24
+0.8% +$5.16K 0.04% 355
2024
Q3 		$594K Sell
2,859
-210
-7% -$43.8K 0.04% 364
2024
Q2 		$655K Buy
3,069
+67
+2% +$13.9K 0.05% 316
2024
Q1 		$640K Buy
3,002
+33
+1% +$6.49K 0.05% 336
2023
Q4 		$532K Sell
2,969
-76
-2% -$12.7K 0.05% 342
2023
Q3 		$464K Sell
3,045
-194
-6% -$31.4K 0.05% 359
2023
Q2 		$562K Sell
3,239
-58
-2% -$9.59K 0.05% 361
2023
Q1 		$538K Buy
3,297
+39
+1% +$5.97K 0.05% 395
2022
Q4 		$511K Sell
3,258
-369
-10% -$59.4K 0.05% 498
2022
Q3 		$581K Buy
3,627
+276
+8% +$45.6K 0.06% 458
2022
Q2 		$513K Buy
3,351
+353
+12% +$55.3K 0.05% 518
2022
Q1 		$475K Buy
2,998
+335
+13% +$50.8K 0.04% 548
2021
Q4 		$445K Buy
+2,663
New +$428K 0.04% 545

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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Schechter Investment Advisors's WM Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Waste Management (WM) stake by 2% in Q1 2025, selling an estimated $13.1K and leaving 2,824 shares worth $654K. The position accounts for 0.05% of the portfolio, ranked #310.

Schechter Investment Advisors first reported a position in WM in Q4 2021 and has held it in 14 quarters since. The position peaked at $655K in Q2 2024. 2,201 funds tracked by Wall St. Rank hold WM as of Q1 2025.

  • Schechter Investment Advisors held 2,824 shares of Waste Management worth $654K as of Q1 2025.
  • Schechter Investment Advisors sold 59 Waste Management shares in Q1 2025, an estimated $13.1K.
  • Waste Management made up 0.05% of Schechter Investment Advisors's portfolio in Q1 2025, its #310 holding.
  • Schechter Investment Advisors first reported a position in Waste Management in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's Waste Management position peaked at $655K in Q2 2024.
  • 2,201 funds tracked by Wall St. Rank held Waste Management as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.