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Strategic Financial Concepts’s Waste Management WM Stock Holding History

Strategic Financial Concepts’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
Q3 		– Sell
-25,612
Closed -$12.3K – 742
2024
Q2 		$12.3K Buy
+25,612
New +$5.32M 0.01% 387

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 $34.1B AUM 20.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Strategic Financial Concepts's WM Position: Q3 2024 in Review

Strategic Financial Concepts sold out of Waste Management (WM) in Q3 2024, closing a stake of 25,612 shares — an estimated $12.3K sold.

Strategic Financial Concepts first reported a position in WM in Q2 2024 and held it in 1 quarter. The position peaked at $12.3K in Q2 2024. 1,992 funds tracked by Wall St. Rank hold WM as of Q3 2024.

  • Strategic Financial Concepts reported no remaining Waste Management position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 25,612 Waste Management shares in Q3 2024, an estimated $12.3K.
  • Strategic Financial Concepts first reported a position in Waste Management in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's Waste Management position peaked at $12.3K in Q2 2024.
  • 1,992 funds tracked by Wall St. Rank held Waste Management as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.