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WealthPLAN Partners’s Waste Management WM Stock Holding History

WealthPLAN 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
2023
Q3 		– Sell
-784
Closed -$136K – 1179
2023
Q2 		$136K Sell
784
-24
-3% -$3.97K 0.02% 347
2023
Q1 		$132K Sell
808
-1,249
-61% -$191K 0.02% 371
2022
Q4 		$311K Buy
+2,057
New +$331K 0.02% 309
2022
Q1 		$270K Sell
1,643
-265
-14% -$40.2K 0.02% 333
2021
Q4 		$287K Sell
1,908
-14
-0.7% -$2.25K 0.02% 323
2021
Q3 		$316K Sell
1,922
-212
-10% -$31.7K 0.02% 305
2021
Q2 		$318K Sell
2,134
-14
-0.7% -$1.94K 0.02% 276
2021
Q1 		$303K Buy
2,148
+10
+0.5% +$1.17K 0.02% 271
2020
Q4 		$242K Sell
2,138
-51
-2% -$5.95K 0.02% 295
2020
Q3 		$265K Sell
2,189
-45
-2% -$4.97K 0.03% 269
2020
Q2 		$249K Buy
2,234
+10
+0.4% +$1.01K 0.03% 265
2020
Q1 		$216K Sell
2,224
-144
-6% -$16.5K 0.03% 229
2019
Q4 		$298K Buy
2,368
+30
+1% +$3.39K 0.04% 201
2019
Q3 		$259K Buy
2,338
+89
+4% +$10.4K 0.04% 208
2019
Q2 		$268K Buy
2,249
+201
+10% +$21.8K 0.04% 196
2019
Q1 		$220K Sell
2,048
-30
-1% -$2.93K 0.03% 235
2018
Q4 		$206K Buy
+2,078
New +$187K 0.03% 241
2018
Q3 		– Sell
-2,613
Closed -$212K – 291
2018
Q2 		$212K Buy
2,613
+4
+0.2% +$331 0.04% 237
2018
Q1 		$220K Buy
2,609
+282
+12% +$24.2K 0.05% 243
2017
Q4 		$201K Buy
+2,327
New +$189K 0.05% 209
2017
Q2 		– Sell
-131
Closed -$9.6K – 428
2017
Q1 		$9.6K Buy
+131
New +$9.35K 0.03% 277
2016
Q3 		$81.9K Sell
1,308
-1,572
-55% -$103K 0.03% 254
2016
Q2 		$88.3K Buy
+2,880
New +$174K 0.01% 657
2015
Q4 		$54.6K Buy
+4,937
New +$262K 0.01% 595
2015
Q2 		$45K Sell
965
-1,595
-62% -$80.2K 0.02% 182
2015
Q1 		$139K Buy
+2,560
New +$136K 0.06% 144

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 $34.4B AUM 26.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

WealthPLAN Partners's WM Position: Q3 2023 in Review

WealthPLAN Partners sold out of Waste Management (WM) in Q3 2023, closing a stake of 784 shares — an estimated $136K sold.

WealthPLAN Partners first reported a position in WM in Q1 2015 and held it in 26 quarters. The position peaked at $318K in Q2 2021. 1,745 funds tracked by Wall St. Rank hold WM as of Q3 2023.

  • WealthPLAN Partners reported no remaining Waste Management position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 784 Waste Management shares in Q3 2023, an estimated $136K.
  • WealthPLAN Partners first reported a position in Waste Management in Q1 2015 and held it in 26 quarters.
  • WealthPLAN Partners's Waste Management position peaked at $318K in Q2 2021.
  • 1,745 funds tracked by Wall St. Rank held Waste Management as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.