Voisard Asset Management Group’s Waste Management WM Stock Holding History

Voisard Asset Management Group’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 Q4	–	Sell	-288	Closed	-$59.8K	–	675
2024 Q3	$59.8K	Buy	288 +8	+3%	+$1.67K	0.02%	169
2024 Q2	$59.7K	Hold	280	–	–	0.03%	149
2024 Q1	$59.7K	Hold	280	–	–	0.03%	122
2023 Q4	$50.1K	Buy	+280	New	+$47K	0.03%	135

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Voisard Asset Management Group's WM Position: Q4 2024 in Review

Voisard Asset Management Group sold out of Waste Management (WM) in Q4 2024, closing a stake of 288 shares — an estimated $59.8K sold.

Voisard Asset Management Group first reported a position in WM in Q4 2023 and held it in 4 quarters. The position peaked at $59.8K in Q3 2024. 2,128 funds tracked by Wall St. Rank hold WM as of Q4 2024.

Voisard Asset Management Group reported no remaining Waste Management position as of Q4 2024 after selling out during the quarter.
Voisard Asset Management Group sold 288 Waste Management shares in Q4 2024, an estimated $59.8K.
Voisard Asset Management Group first reported a position in Waste Management in Q4 2023 and held it in 4 quarters.
Voisard Asset Management Group's Waste Management position peaked at $59.8K in Q3 2024.
2,128 funds tracked by Wall St. Rank held Waste Management as of Q4 2024.

Based on Voisard Asset Management Group's 13F filing for Q4 2024, filed 7 Feb 2025.