Scissortail Wealth Management’s Waste Management WM Stock Holding History

Scissortail Wealth Management’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 Q1	–	Sell	-5,377	Closed	-$997K	–	211
2023 Q4	$997K	Buy	+5,377	New	+$902K	0.32%	65
2023 Q1	–	Sell	-5,312	Closed	-$818K	–	122
2022 Q4	$818K	Buy	+5,312	New	+$855K	0.47%	44

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

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

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Scissortail Wealth Management's WM Position: Q1 2024 in Review

Scissortail Wealth Management sold out of Waste Management (WM) in Q1 2024, closing a stake of 5,377 shares — an estimated $997K sold.

Scissortail Wealth Management first reported a position in WM in Q4 2022 and held it in 2 quarters. The position peaked at $997K in Q4 2023. 1,970 funds tracked by Wall St. Rank hold WM as of Q1 2024.

Scissortail Wealth Management reported no remaining Waste Management position as of Q1 2024 after selling out during the quarter.
Scissortail Wealth Management sold 5,377 Waste Management shares in Q1 2024, an estimated $997K.
Scissortail Wealth Management first reported a position in Waste Management in Q4 2022 and held it in 2 quarters.
Scissortail Wealth Management's Waste Management position peaked at $997K in Q4 2023.
1,970 funds tracked by Wall St. Rank held Waste Management as of Q1 2024.

Based on Scissortail Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.