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Strategic Capital Advisers’s Waste Management WM Stock Holding History

Strategic Capital Advisers’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
2022
Q2 		$3.39M Buy
22,156
+539
+2% +$84.4K 2.8% 9
2022
Q1 		$3.43M Sell
21,617
-922
-4% -$140K 2.61% 13
2021
Q4 		$3.76M Buy
22,539
+2,155
+11% +$347K 2.69% 14
2021
Q3 		$3.04M Sell
20,384
-669
-3% -$100K 2.37% 20
2021
Q2 		$2.95M Sell
21,053
-869
-4% -$120K 2.44% 19
2021
Q1 		$2.83M Sell
21,922
-1,953
-8% -$228K 2.46% 17
2020
Q4 		$2.82M Sell
23,875
-145
-0.6% -$16.9K 2.4% 17
2020
Q3 		$2.72M Buy
24,020
+111
+0.5% +$12.3K 2.55% 17
2020
Q2 		$2.53M Sell
23,909
-585
-2% -$59.1K 2.54% 16
2020
Q1 		$2.27M Sell
24,494
-1,637
-6% -$188K 2.75% 15
2019
Q4 		$2.98M Sell
26,131
-490
-2% -$55.3K 2.79% 10
2019
Q3 		$3.06M Sell
26,621
-819
-3% -$95.6K 3.41% 3
2019
Q2 		$3.17M Sell
27,440
-2,949
-10% -$320K 3.34% 6
2019
Q1 		$3.16M Buy
30,389
+7
+0% +$683 3.42% 5
2018
Q4 		$2.7M Sell
30,382
-10,939
-26% -$982K 2.9% 9
2018
Q3 		$3.73M Sell
41,321
-3
-0% -$266 2.66% 11
2018
Q2 		$3.62M Buy
41,324
+9,678
+31% +$801K 2.65% 12
2018
Q1 		$2.73M Hold
31,646
– – 2.7% 7
2017
Q4 		$2.73M Buy
+31,646
New +$2.58M 2.69% 7

Other funds holding WM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return