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Souders Financial Advisors’s Waste Management WM Stock Holding History

Souders Financial 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
2024
Q1 		– Sell
-1,731
Closed -$310K – 167
2023
Q4 		$310K Buy
+1,731
New +$290K 0.05% 142

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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Souders Financial Advisors's WM Position: Q1 2024 in Review

Souders Financial Advisors sold out of Waste Management (WM) in Q1 2024, closing a stake of 1,731 shares — an estimated $310K sold.

Souders Financial Advisors first reported a position in WM in Q4 2023 and held it in 1 quarter. The position peaked at $310K in Q4 2023. 1,970 funds tracked by Wall St. Rank hold WM as of Q1 2024.

  • Souders Financial Advisors reported no remaining Waste Management position as of Q1 2024 after selling out during the quarter.
  • Souders Financial Advisors sold 1,731 Waste Management shares in Q1 2024, an estimated $310K.
  • Souders Financial Advisors first reported a position in Waste Management in Q4 2023 and held it in 1 quarter.
  • Souders Financial Advisors's Waste Management position peaked at $310K in Q4 2023.
  • 1,970 funds tracked by Wall St. Rank held Waste Management as of Q1 2024.

Based on Souders Financial Advisors's 13F filing for Q1 2024, filed 8 May 2024.