WQ
WM icon

Wealth Quarterback’s Waste Management WM Stock Holding History

Wealth Quarterback’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
Q4 		– Sell
-4,545
Closed -$693K – 127
2023
Q3 		$693K Buy
4,545
+998
+28% +$161K 0.6% 39
2023
Q2 		$615K Buy
3,547
+240
+7% +$39.7K 0.43% 45
2023
Q1 		$540K Buy
+3,307
New +$506K 0.46% 51
2021
Q3 		$49K Buy
323
+1
+0.3% +$150 0.03% 237
2021
Q2 		$46K Buy
+322
New +$44.5K 0.03% 238
2020
Q2 		– Sell
-305
Closed -$28.3K – 791
2020
Q1 		$28.3K Sell
305
-150
-33% -$17.2K 0.03% 285
2019
Q4 		$51.9K Buy
+455
New +$51.4K 0.05% 238

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealth Quarterback's WM Position: Q4 2023 in Review

Wealth Quarterback sold out of Waste Management (WM) in Q4 2023, closing a stake of 4,545 shares — an estimated $693K sold.

Wealth Quarterback first reported a position in WM in Q4 2019 and held it in 7 quarters. The position peaked at $693K in Q3 2023. 1,868 funds tracked by Wall St. Rank hold WM as of Q4 2023.

  • Wealth Quarterback reported no remaining Waste Management position as of Q4 2023 after selling out during the quarter.
  • Wealth Quarterback sold 4,545 Waste Management shares in Q4 2023, an estimated $693K.
  • Wealth Quarterback first reported a position in Waste Management in Q4 2019 and held it in 7 quarters.
  • Wealth Quarterback's Waste Management position peaked at $693K in Q3 2023.
  • 1,868 funds tracked by Wall St. Rank held Waste Management as of Q4 2023.

Based on Wealth Quarterback's 13F filing for Q4 2023, filed 13 Feb 2024.