SWA
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Strata Wealth Advisors’s Waste Management WM Stock Holding History

Strata 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
Q1 		$476K Buy
2,917
+13
+0.4% +$1.99K 0.25% 31
2022
Q4 		$456K Buy
+2,904
New +$467K 0.25% 31

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Strata Wealth Advisors's WM Position: Q1 2023 in Review

Strata Wealth Advisors increased its Waste Management (WM) stake by 0.45% in Q1 2023, buying an estimated $1.99K and bringing the position to 2,917 shares worth $476K. The position accounts for 0.25% of the portfolio, ranked #31.

Strata Wealth Advisors first reported a position in WM in Q4 2022 and has held it in 2 quarters since. 1,732 funds tracked by Wall St. Rank hold WM as of Q1 2023.

  • Strata Wealth Advisors held 2,917 shares of Waste Management worth $476K as of Q1 2023.
  • Strata Wealth Advisors bought 13 Waste Management shares in Q1 2023, an estimated $1.99K.
  • Waste Management made up 0.25% of Strata Wealth Advisors's portfolio in Q1 2023, its #31 holding.
  • Strata Wealth Advisors first reported a position in Waste Management in Q4 2022 and has held it in 2 quarters since.
  • 1,732 funds tracked by Wall St. Rank held Waste Management as of Q1 2023.

Based on Strata Wealth Advisors's 13F filing for Q1 2023, filed 10 May 2023.