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Ten Capital Wealth Advisors’s Waste Management WM Stock Holding History

Ten Capital 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
Q2 		– Sell
-181
Closed -$29.5K – 545
2023
Q1 		$29.5K Buy
181
+166
+1,107% +$25.4K 0.01% 278
2022
Q4 		$2.35K Sell
15
-111
-88% -$17.9K ﹤0.01% 431
2022
Q3 		$20K Buy
126
+90
+250% +$14.9K 0.01% 245
2022
Q2 		$6K Hold
36
– – ﹤0.01% 319
2022
Q1 		$6K Hold
36
– – ﹤0.01% 359
2021
Q4 		$6K Hold
36
– – ﹤0.01% 360
2021
Q3 		$5K Hold
36
– – ﹤0.01% 328
2021
Q2 		$5K Buy
+36
New +$4.98K ﹤0.01% 376

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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Ten Capital Wealth Advisors's WM Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of Waste Management (WM) in Q2 2023, closing a stake of 181 shares — an estimated $29.5K sold.

Ten Capital Wealth Advisors first reported a position in WM in Q2 2021 and held it in 8 quarters. The position peaked at $29.5K in Q1 2023. 1,770 funds tracked by Wall St. Rank hold WM as of Q2 2023.

  • Ten Capital Wealth Advisors reported no remaining Waste Management position as of Q2 2023 after selling out during the quarter.
  • Ten Capital Wealth Advisors sold 181 Waste Management shares in Q2 2023, an estimated $29.5K.
  • Ten Capital Wealth Advisors first reported a position in Waste Management in Q2 2021 and held it in 8 quarters.
  • Ten Capital Wealth Advisors's Waste Management position peaked at $29.5K in Q1 2023.
  • 1,770 funds tracked by Wall St. Rank held Waste Management as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.