SWS Partners’s Waste Management WM Stock Holding History

SWS Partners’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	-91	Closed	-$19.4K	–	301
2024 Q2	$19.4K	Buy	+91	New	+$18.9K	0.01%	205
2018 Q2	–	Sell	-279	Closed	-$23K	–	317
2018 Q1	$23K	Sell	279 -2	-0.7%	-$172	0.02%	202
2017 Q4	$24K	Buy	+281	New	+$22.9K	0.02%	211

Other funds holding WM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SWS Partners's WM Position: Q3 2024 in Review

SWS Partners sold out of Waste Management (WM) in Q3 2024, closing a stake of 91 shares — an estimated $19.4K sold.

SWS Partners first reported a position in WM in Q4 2017 and held it in 3 quarters. The position peaked at $24K in Q4 2017. 1,992 funds tracked by Wall St. Rank hold WM as of Q3 2024.

SWS Partners reported no remaining Waste Management position as of Q3 2024 after selling out during the quarter.
SWS Partners sold 91 Waste Management shares in Q3 2024, an estimated $19.4K.
SWS Partners first reported a position in Waste Management in Q4 2017 and held it in 3 quarters.
SWS Partners's Waste Management position peaked at $24K in Q4 2017.
1,992 funds tracked by Wall St. Rank held Waste Management as of Q3 2024.

Based on SWS Partners's 13F filing for Q3 2024, filed 15 Oct 2024.