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VitalStone Financial’s Waste Management WM Stock Holding History

VitalStone Financial’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 		$3.32K Buy
16
+2
+14% +$417 ﹤0.01% 334
2024
Q2 		$2.99K Buy
+14
New +$2.91K ﹤0.01% 347
2023
Q3 		– Sell
-9
Closed -$1K – 666
2023
Q2 		$1K Sell
9
-27
-75% -$4.46K ﹤0.01% 893
2023
Q1 		$6K Buy
+36
New +$5.51K ﹤0.01% 237

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
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

VitalStone Financial's WM Position: Q3 2024 in Review

VitalStone Financial increased its Waste Management (WM) stake by 14% in Q3 2024, buying an estimated $417 and bringing the position to 16 shares worth $3.32K. The position accounts for ﹤0.01% of the portfolio, ranked #334.

VitalStone Financial first reported a position in WM in Q1 2023 and has held it in 4 quarters since. The position peaked at $6K in Q1 2023. 1,993 funds tracked by Wall St. Rank hold WM as of Q3 2024.

  • VitalStone Financial held 16 shares of Waste Management worth $3.32K as of Q3 2024.
  • VitalStone Financial bought 2 Waste Management shares in Q3 2024, an estimated $417.
  • Waste Management made up ﹤0.01% of VitalStone Financial's portfolio in Q3 2024, its #334 holding.
  • VitalStone Financial first reported a position in Waste Management in Q1 2023 and has held it in 4 quarters since.
  • VitalStone Financial's Waste Management position peaked at $6K in Q1 2023.
  • 1,993 funds tracked by Wall St. Rank held Waste Management as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.