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SFMG Wealth Advisors’s Waste Management WM Stock Holding History

SFMG Wealth 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
2023
Q3 		– Sell
-1,203
Closed -$209K – 276
2023
Q2 		$209K Buy
+1,203
New +$199K 0.02% 226
2023
Q1 		– Sell
-1,845
Closed -$289K – 281
2022
Q4 		$289K Hold
1,845
– – 0.03% 185
2022
Q3 		$285K Hold
1,845
– – 0.03% 178
2022
Q2 		$282K Buy
+1,845
New +$289K 0.03% 187

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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

SFMG Wealth Advisors's WM Position: Q3 2023 in Review

SFMG Wealth Advisors sold out of Waste Management (WM) in Q3 2023, closing a stake of 1,203 shares — an estimated $209K sold.

SFMG Wealth Advisors first reported a position in WM in Q2 2022 and held it in 4 quarters. The position peaked at $289K in Q4 2022. 1,743 funds tracked by Wall St. Rank hold WM as of Q3 2023.

  • SFMG Wealth Advisors reported no remaining Waste Management position as of Q3 2023 after selling out during the quarter.
  • SFMG Wealth Advisors sold 1,203 Waste Management shares in Q3 2023, an estimated $209K.
  • SFMG Wealth Advisors first reported a position in Waste Management in Q2 2022 and held it in 4 quarters.
  • SFMG Wealth Advisors's Waste Management position peaked at $289K in Q4 2022.
  • 1,743 funds tracked by Wall St. Rank held Waste Management as of Q3 2023.

Based on SFMG Wealth Advisors's 13F filing for Q3 2023, filed 6 Nov 2023.