Schneider Downs Wealth Management Advisors’s Waste Management WM Stock Holding History

Schneider Downs Wealth Management 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 Q4	–	Sell	-1,385	Closed	-$222K	–	157
2022 Q3	$222K	Hold	1,385	–	–	0.07%	119
2022 Q2	$212K	Sell	1,385 -209	-13%	-$32.7K	0.06%	132
2022 Q1	$253K	Sell	1,594 -350	-18%	-$53.1K	0.06%	124
2021 Q4	$324K	Hold	1,944	–	–	0.08%	109
2021 Q3	$290K	Buy	1,944 +341	+21%	+$51K	0.07%	112
2021 Q2	$225K	Sell	1,603 -91	-5%	-$12.6K	0.06%	130
2021 Q1	$219K	Buy	+1,694	New	+$198K	0.05%	126

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Schneider Downs Wealth Management Advisors's WM Position: Q4 2022 in Review

Schneider Downs Wealth Management Advisors sold out of Waste Management (WM) in Q4 2022, closing a stake of 1,385 shares — an estimated $222K sold.

Schneider Downs Wealth Management Advisors first reported a position in WM in Q1 2021 and held it in 7 quarters. The position peaked at $324K in Q4 2021. 1,737 funds tracked by Wall St. Rank hold WM as of Q4 2022.

Schneider Downs Wealth Management Advisors reported no remaining Waste Management position as of Q4 2022 after selling out during the quarter.
Schneider Downs Wealth Management Advisors sold 1,385 Waste Management shares in Q4 2022, an estimated $222K.
Schneider Downs Wealth Management Advisors first reported a position in Waste Management in Q1 2021 and held it in 7 quarters.
Schneider Downs Wealth Management Advisors's Waste Management position peaked at $324K in Q4 2021.
1,737 funds tracked by Wall St. Rank held Waste Management as of Q4 2022.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.