Walden Wealth Partners’s Waste Management WM Stock Holding History

Walden Wealth Partners’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 Q2	$213K	Hold	1,000	–	–	0.12%	84
2024 Q1	$207K	Buy	+1,000	New	+$197K	0.12%	87

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

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

Norges Bank Oslo, Norway $935B AUM

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Walden Wealth Partners's WM Position: Q2 2024 in Review

Walden Wealth Partners held its Waste Management (WM) position steady in Q2 2024 at 1,000 shares worth $213K. The position accounts for 0.12% of the portfolio, ranked #84.

Walden Wealth Partners first reported a position in WM in Q1 2024 and has held it in 2 quarters since. 1,998 funds tracked by Wall St. Rank hold WM as of Q2 2024.

Walden Wealth Partners held 1,000 shares of Waste Management worth $213K as of Q2 2024.
Walden Wealth Partners left its Waste Management share count unchanged in Q2 2024.
Waste Management made up 0.12% of Walden Wealth Partners's portfolio in Q2 2024, its #84 holding.
Walden Wealth Partners first reported a position in Waste Management in Q1 2024 and has held it in 2 quarters since.
1,998 funds tracked by Wall St. Rank held Waste Management as of Q2 2024.

Based on Walden Wealth Partners's 13F filing for Q2 2024, filed 11 Jul 2024.