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Sheaff Brock Investment Advisors’s Waste Management WM Stock Holding History

Sheaff Brock 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
2018
Q3 		– Sell
-2,500
Closed -$203K – 561
2018
Q2 		$203K Hold
2,500
– – 0.02% 463
2018
Q1 		$210K Buy
+2,500
New +$214K 0.02% 455

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 $37.4B AUM 35.42% 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

Sheaff Brock Investment Advisors's WM Position: Q1 2025 in Review

Sheaff Brock Investment Advisors increased its Waste Management (WM) stake by 0.2% in Q1 2025, buying an estimated $2.88K and bringing the position to 6,539 shares worth $1.51M. The position accounts for 0.14% of the portfolio, ranked #131.

Sheaff Brock Investment Advisors first reported a position in WM in Q4 2015 and has held it in 38 quarters since. 2,202 funds tracked by Wall St. Rank hold WM as of Q1 2025.

  • Sheaff Brock Investment Advisors held 6,539 shares of Waste Management worth $1.51M as of Q1 2025.
  • Sheaff Brock Investment Advisors bought 13 Waste Management shares in Q1 2025, an estimated $2.88K.
  • Waste Management made up 0.14% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #131 holding.
  • Sheaff Brock Investment Advisors first reported a position in Waste Management in Q4 2015 and has held it in 38 quarters since.
  • 2,202 funds tracked by Wall St. Rank held Waste Management as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.