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Vahanian & Associates Financial Planning’s Waste Management WM Stock Holding History

Vahanian & Associates Financial Planning’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
2022
Q1 		– Sell
-2,050
Closed -$342K – 142
2021
Q4 		$342K Buy
+2,050
New +$330K 0.28% 107

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Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Vahanian & Associates Financial Planning's WM Position: Q1 2022 in Review

Vahanian & Associates Financial Planning sold out of Waste Management (WM) in Q1 2022, closing a stake of 2,050 shares — an estimated $342K sold.

Vahanian & Associates Financial Planning first reported a position in WM in Q4 2021 and held it in 1 quarter. The position peaked at $342K in Q4 2021. 1,660 funds tracked by Wall St. Rank hold WM as of Q1 2022.

  • Vahanian & Associates Financial Planning reported no remaining Waste Management position as of Q1 2022 after selling out during the quarter.
  • Vahanian & Associates Financial Planning sold 2,050 Waste Management shares in Q1 2022, an estimated $342K.
  • Vahanian & Associates Financial Planning first reported a position in Waste Management in Q4 2021 and held it in 1 quarter.
  • Vahanian & Associates Financial Planning's Waste Management position peaked at $342K in Q4 2021.
  • 1,660 funds tracked by Wall St. Rank held Waste Management as of Q1 2022.

Based on Vahanian & Associates Financial Planning's 13F filing for Q1 2022, filed 27 Apr 2022.