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Sutton Wealth Advisors’s Waste Management WM Stock Holding History

Sutton 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
Q3 		$84.5K Buy
554
+17
+3% +$2.75K 0.04% 183
2023
Q2 		$93.1K Sell
537
-233
-30% -$38.5K 0.05% 176
2023
Q1 		$126K Sell
770
-1,228
-61% -$188K 0.07% 141
2022
Q4 		$313K Sell
1,998
-14
-0.7% -$2.25K 0.12% 130
2022
Q3 		$322K Sell
2,012
-17
-0.8% -$2.81K 0.13% 120
2022
Q2 		$310K Buy
2,029
+14
+0.7% +$2.19K 0.12% 120
2022
Q1 		$319K Hold
2,015
– – 0.11% 130
2021
Q4 		$336K Buy
2,015
+122
+6% +$19.6K 0.11% 122
2021
Q3 		$283K Buy
1,893
+8
+0.4% +$1.2K 0.1% 135
2021
Q2 		$264K Buy
1,885
+111
+6% +$15.3K 0.1% 147
2021
Q1 		$229K Buy
1,774
+29
+2% +$3.39K 0.09% 157
2020
Q4 		$206K Buy
1,745
+20
+1% +$2.33K 0.09% 154
2020
Q3 		$195K Sell
1,725
-60
-3% -$6.63K 0.09% 143
2020
Q2 		$189K Buy
1,785
+19
+1% +$1.92K 0.1% 144
2020
Q1 		$163K Buy
1,766
+288
+19% +$33K 0.1% 145
2019
Q4 		$168K Buy
1,478
+1
+0.1% +$113 0.09% 171
2019
Q3 		$170K Hold
1,477
– – 0.09% 164
2019
Q2 		$170K Buy
1,477
+12
+0.8% +$1.3K 0.1% 159
2019
Q1 		$152K Buy
1,465
+13
+0.9% +$1.27K 0.09% 166
2018
Q4 		$129K Buy
1,452
+115
+9% +$10.3K 0.08% 170
2018
Q3 		$121K Buy
1,337
+51
+4% +$4.52K 0.08% 179
2018
Q2 		$105K Hold
1,286
– – 0.07% 194
2018
Q1 		$108K Hold
1,286
– – 0.08% 190
2017
Q4 		$111K Hold
1,286
– – 0.08% 191
2017
Q3 		$101K Hold
1,286
– – 0.08% 191
2017
Q2 		$94.3K Hold
1,286
– – 0.07% 200
2017
Q1 		$93.8K Hold
1,286
– – 0.08% 192
2016
Q4 		$91.2K Hold
1,286
– – 0.08% 192
2016
Q3 		$82K Hold
1,286
– – 0.07% 199
2016
Q2 		$85.2K Sell
1,286
-2
-0.2% -$121 0.08% 191
2016
Q1 		$76K Buy
+1,288
New +$71.1K 0.07% 204

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Sutton Wealth Advisors's WM Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Waste Management (WM) stake by 3.2% in Q3 2023, buying an estimated $2.75K and bringing the position to 554 shares worth $84.5K. The position accounts for 0.04% of the portfolio, ranked #183.

Sutton Wealth Advisors first reported a position in WM in Q1 2016 and has held it in 31 quarters since. The position peaked at $336K in Q4 2021. 1,744 funds tracked by Wall St. Rank hold WM as of Q3 2023.

  • Sutton Wealth Advisors held 554 shares of Waste Management worth $84.5K as of Q3 2023.
  • Sutton Wealth Advisors bought 17 Waste Management shares in Q3 2023, an estimated $2.75K.
  • Waste Management made up 0.04% of Sutton Wealth Advisors's portfolio in Q3 2023, its #183 holding.
  • Sutton Wealth Advisors first reported a position in Waste Management in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Waste Management position peaked at $336K in Q4 2021.
  • 1,744 funds tracked by Wall St. Rank held Waste Management as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.