TFO Wealth Partners’s Waste Management WM Stock Holding History

TFO Wealth 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 Q2	–	Sell	-2	Closed	-$426	–	751
2024 Q1	$426	Hold	2	–	–	﹤0.01%	297
2023 Q4	$358	Sell	2 -1	-33%	-$168	﹤0.01%	448
2023 Q3	$520	Buy	3 +1	+50%	+$162	﹤0.01%	447
2023 Q2	$347	Hold	2	–	–	﹤0.01%	372
2023 Q1	$326	Sell	2 -3	-60%	-$459	﹤0.01%	354
2022 Q4	$168	Buy	+5	New	+$805	﹤0.01%	664
2022 Q2	–	Sell	-214	Closed	-$34K	–	518
2022 Q1	$34K	Buy	+214	New	+$32.4K	0.01%	81
2020 Q3	–	Sell	-163	Closed	-$17K	–	195
2020 Q2	$17K	Hold	163	–	–	0.01%	68
2020 Q1	$15K	Hold	163	–	–	0.01%	82
2019 Q4	$18K	Buy	+163	New	+$18.4K	0.02%	106

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

Norges Bank Oslo, Norway $935B AUM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

TFO Wealth Partners's WM Position: Q2 2024 in Review

TFO Wealth Partners sold out of Waste Management (WM) in Q2 2024, closing a stake of 2 shares — an estimated $426 sold.

TFO Wealth Partners first reported a position in WM in Q4 2019 and held it in 10 quarters. The position peaked at $34K in Q1 2022. 1,998 funds tracked by Wall St. Rank hold WM as of Q2 2024.

TFO Wealth Partners reported no remaining Waste Management position as of Q2 2024 after selling out during the quarter.
TFO Wealth Partners sold 2 Waste Management shares in Q2 2024, an estimated $426.
TFO Wealth Partners first reported a position in Waste Management in Q4 2019 and held it in 10 quarters.
TFO Wealth Partners's Waste Management position peaked at $34K in Q1 2022.
1,998 funds tracked by Wall St. Rank held Waste Management as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.