Traverso Chambers Private Wealth Management’s Waste Management WM Stock Holding History

Traverso Chambers Private Wealth Management’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 Q4	$389K	Sell	2,173 -35	-2%	-$5.87K	0.09%	86
2023 Q3	$337K	Buy	2,208 +45	+2%	+$7.28K	0.09%	88
2023 Q2	$375K	Hold	2,163	–	–	0.1%	82
2023 Q1	$353K	Sell	2,163 -101	-4%	-$15.5K	0.1%	83
2022 Q4	$355K	Buy	2,264 +35	+2%	+$5.63K	0.1%	83
2022 Q3	$357K	Sell	2,229 -2	-0.1%	-$330	0.11%	79
2022 Q2	$341K	Hold	2,231	–	–	0.11%	77
2022 Q1	$354K	Hold	2,231	–	–	0.11%	84
2021 Q4	$372K	Hold	2,231	–	–	0.11%	88
2021 Q3	$333K	Hold	2,231	–	–	0.1%	90
2021 Q2	$313K	Hold	2,231	–	–	0.1%	92
2021 Q1	$288K	Hold	2,231	–	–	0.1%	93
2020 Q4	$263K	Sell	2,231 -105	-4%	-$12.2K	0.09%	93
2020 Q3	$264K	Hold	2,336	–	–	0.1%	86
2020 Q2	$247K	Hold	2,336	–	–	0.1%	85
2020 Q1	$216K	Sell	2,336 -23	-1%	-$2.64K	0.1%	86
2019 Q4	$269K	Buy	2,359 +117	+5%	+$13.2K	0.11%	86
2019 Q3	$258K	Hold	2,242	–	–	0.12%	86
2019 Q2	$260K	Hold	2,242	–	–	0.13%	88
2019 Q1	$233K	Hold	2,242	–	–	0.11%	89
2018 Q4	$200K	Buy	+2,242	New	+$201K	0.11%	91

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

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

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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

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

Traverso Chambers Private Wealth Management's WM Position: Q4 2023 in Review

Traverso Chambers Private Wealth Management reduced its Waste Management (WM) stake by 1.6% in Q4 2023, selling an estimated $5.87K and leaving 2,173 shares worth $389K. The position accounts for 0.09% of the portfolio, ranked #86.

Traverso Chambers Private Wealth Management first reported a position in WM in Q4 2018 and has held it in 21 quarters since. 1,868 funds tracked by Wall St. Rank hold WM as of Q4 2023.

Traverso Chambers Private Wealth Management held 2,173 shares of Waste Management worth $389K as of Q4 2023.
Traverso Chambers Private Wealth Management sold 35 Waste Management shares in Q4 2023, an estimated $5.87K.
Waste Management made up 0.09% of Traverso Chambers Private Wealth Management's portfolio in Q4 2023, its #86 holding.
Traverso Chambers Private Wealth Management first reported a position in Waste Management in Q4 2018 and has held it in 21 quarters since.
1,868 funds tracked by Wall St. Rank held Waste Management as of Q4 2023.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q4 2023, filed 9 Jan 2024.