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W.H. Cornerstone Investments’s Waste Management WM Stock Holding History

W.H. Cornerstone Investments’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
Q2 		– Sell
-1,691
Closed -$276K – 134
2023
Q1 		$276K Buy
1,691
+143
+9% +$21.9K 0.25% 95
2022
Q4 		$239K Buy
1,548
+148
+11% +$23.8K 0.23% 113
2022
Q3 		$219K Buy
+1,400
New +$231K 0.23% 105

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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

W.H. Cornerstone Investments's WM Position: Q2 2023 in Review

W.H. Cornerstone Investments sold out of Waste Management (WM) in Q2 2023, closing a stake of 1,691 shares — an estimated $276K sold.

W.H. Cornerstone Investments first reported a position in WM in Q3 2022 and held it in 3 quarters. The position peaked at $276K in Q1 2023. 1,770 funds tracked by Wall St. Rank hold WM as of Q2 2023.

  • W.H. Cornerstone Investments reported no remaining Waste Management position as of Q2 2023 after selling out during the quarter.
  • W.H. Cornerstone Investments sold 1,691 Waste Management shares in Q2 2023, an estimated $276K.
  • W.H. Cornerstone Investments first reported a position in Waste Management in Q3 2022 and held it in 3 quarters.
  • W.H. Cornerstone Investments's Waste Management position peaked at $276K in Q1 2023.
  • 1,770 funds tracked by Wall St. Rank held Waste Management as of Q2 2023.

Based on W.H. Cornerstone Investments's 13F filing for Q2 2023, filed 12 Jul 2023.