Utah Peaks Capital’s Waste Management WM Stock Holding History

Utah Peaks Capital’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 Q1	–	Sell	-1,518	Closed	-$238K	–	77
2022 Q4	$238K	Buy	+1,518	New	+$244K	0.43%	53

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

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Utah Peaks Capital's WM Position: Q1 2023 in Review

Utah Peaks Capital sold out of Waste Management (WM) in Q1 2023, closing a stake of 1,518 shares — an estimated $238K sold.

Utah Peaks Capital first reported a position in WM in Q4 2022 and held it in 1 quarter. The position peaked at $238K in Q4 2022. 1,733 funds tracked by Wall St. Rank hold WM as of Q1 2023.

Utah Peaks Capital reported no remaining Waste Management position as of Q1 2023 after selling out during the quarter.
Utah Peaks Capital sold 1,518 Waste Management shares in Q1 2023, an estimated $238K.
Utah Peaks Capital first reported a position in Waste Management in Q4 2022 and held it in 1 quarter.
Utah Peaks Capital's Waste Management position peaked at $238K in Q4 2022.
1,733 funds tracked by Wall St. Rank held Waste Management as of Q1 2023.

Based on Utah Peaks Capital's 13F filing for Q1 2023, filed 15 May 2023.