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V Wealth Advisors’s Waste Management WM Stock Holding History

V Wealth Advisors’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
Q3 		– Sell
-2,271
Closed -$394K – 373
2023
Q2 		$394K Sell
2,271
-323
-12% -$53.4K 0.07% 232
2023
Q1 		$423K Sell
2,594
-118
-4% -$18.1K 0.08% 222
2022
Q4 		$425K Buy
2,712
+400
+17% +$64.4K 0.09% 215
2022
Q3 		$371K Sell
2,312
-550
-19% -$90.8K 0.07% 247
2022
Q2 		$438K Buy
2,862
+264
+10% +$41.4K 0.08% 237
2022
Q1 		$412K Sell
2,598
-50
-2% -$7.58K 0.07% 281
2021
Q4 		$442K Sell
2,648
-962
-27% -$155K 0.06% 279
2021
Q3 		$539K Sell
3,610
-343
-9% -$51.3K 0.08% 255
2021
Q2 		$553K Buy
3,953
+352
+10% +$48.7K 0.09% 254
2021
Q1 		$465K Sell
3,601
-75
-2% -$8.77K 0.09% 260
2020
Q4 		$433K Sell
3,676
-107
-3% -$12.5K 0.09% 234
2020
Q3 		$428K Sell
3,783
-294
-7% -$32.5K 0.3% 85
2020
Q2 		$432K Sell
4,077
-1,086
-21% -$110K 0.11% 205
2020
Q1 		$478K Buy
+5,163
New +$592K 0.15% 158
2017
Q3 		– Sell
-510
Closed -$37K – 709
2017
Q2 		$37K Buy
+510
New +$37.1K 0.02% 360

Other funds holding WM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

V Wealth Advisors's WM Position: Q3 2023 in Review

V Wealth Advisors sold out of Waste Management (WM) in Q3 2023, closing a stake of 2,271 shares — an estimated $394K sold.

V Wealth Advisors first reported a position in WM in Q2 2017 and held it in 15 quarters. The position peaked at $553K in Q2 2021. 1,743 funds tracked by Wall St. Rank hold WM as of Q3 2023.

  • V Wealth Advisors reported no remaining Waste Management position as of Q3 2023 after selling out during the quarter.
  • V Wealth Advisors sold 2,271 Waste Management shares in Q3 2023, an estimated $394K.
  • V Wealth Advisors first reported a position in Waste Management in Q2 2017 and held it in 15 quarters.
  • V Wealth Advisors's Waste Management position peaked at $553K in Q2 2021.
  • 1,743 funds tracked by Wall St. Rank held Waste Management as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.