Unique Wealth Strategies’s Waste Management WM Stock Holding History

Unique Wealth Strategies’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	Closed	-$1.92K	–	675
2024 Q2	$1.92K	Buy	+9	New	+$1.87K	﹤0.01%	495

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

Unique Wealth Strategies's WM Position: Q3 2024 in Review

Unique Wealth Strategies sold out of Waste Management (WM) in Q3 2024, closing a stake of 9 shares — an estimated $1.92K sold.

Unique Wealth Strategies first reported a position in WM in Q2 2024 and held it in 1 quarter. The position peaked at $1.92K in Q2 2024. 1,992 funds tracked by Wall St. Rank hold WM as of Q3 2024.

Unique Wealth Strategies reported no remaining Waste Management position as of Q3 2024 after selling out during the quarter.
Unique Wealth Strategies sold 9 Waste Management shares in Q3 2024, an estimated $1.92K.
Unique Wealth Strategies first reported a position in Waste Management in Q2 2024 and held it in 1 quarter.
Unique Wealth Strategies's Waste Management position peaked at $1.92K in Q2 2024.
1,992 funds tracked by Wall St. Rank held Waste Management as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.