SYSTM Wealth Solutions’s Waste Management WM Stock Holding History

SYSTM Wealth Solutions’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	-9,577	Closed	-$2.04M	–	636
2024 Q2	$2.04M	Sell	9,577 -5,742	-37%	-$1.19M	0.46%	74
2024 Q1	$3.27M	Sell	15,319 -83	-0.5%	-$16.3K	0.41%	66
2023 Q4	$2.76M	Buy	15,402 +1,095	+8%	+$184K	0.38%	69
2023 Q3	$2.18M	Sell	14,307 -957	-6%	-$155K	0.34%	73
2023 Q2	$2.65M	Buy	15,264 +1,003	+7%	+$166K	0.36%	65
2023 Q1	$2.33M	Sell	14,261 -1,918	-12%	-$294K	0.36%	70
2022 Q4	$2.54M	Buy	+16,179	New	+$2.6M	0.32%	84

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

SYSTM Wealth Solutions's WM Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Waste Management (WM) in Q3 2024, closing a stake of 9,577 shares — an estimated $2.04M sold.

SYSTM Wealth Solutions first reported a position in WM in Q4 2022 and held it in 7 quarters. The position peaked at $3.27M in Q1 2024. 1,992 funds tracked by Wall St. Rank hold WM as of Q3 2024.

SYSTM Wealth Solutions reported no remaining Waste Management position as of Q3 2024 after selling out during the quarter.
SYSTM Wealth Solutions sold 9,577 Waste Management shares in Q3 2024, an estimated $2.04M.
SYSTM Wealth Solutions first reported a position in Waste Management in Q4 2022 and held it in 7 quarters.
SYSTM Wealth Solutions's Waste Management position peaked at $3.27M in Q1 2024.
1,992 funds tracked by Wall St. Rank held Waste Management as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.