The Family Firm’s Waste Management WM Stock Holding History

The Family Firm’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	-849	Closed	-$181K	–	850
2024 Q2	$181K	Buy	+849	New	+$176K	0.04%	209

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

The Family Firm's WM Position: Q3 2024 in Review

The Family Firm sold out of Waste Management (WM) in Q3 2024, closing a stake of 849 shares — an estimated $181K sold.

The Family Firm first reported a position in WM in Q2 2024 and held it in 1 quarter. The position peaked at $181K in Q2 2024. 1,992 funds tracked by Wall St. Rank hold WM as of Q3 2024.

The Family Firm reported no remaining Waste Management position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 849 Waste Management shares in Q3 2024, an estimated $181K.
The Family Firm first reported a position in Waste Management in Q2 2024 and held it in 1 quarter.
The Family Firm's Waste Management position peaked at $181K in Q2 2024.
1,992 funds tracked by Wall St. Rank held Waste Management as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.