WP
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WealthShield Partners’s Waste Management WM Stock Holding History

WealthShield 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
Q4 		– Sell
-1,855
Closed -$283K – 514
2023
Q3 		$283K Sell
1,855
-121
-6% -$19.6K 0.04% 257
2023
Q2 		$343K Buy
1,976
+19
+1% +$3.14K 0.05% 240
2023
Q1 		$319K Buy
+1,957
New +$300K 0.05% 246
2021
Q3 		– Sell
-1,079
Closed -$151K – 748
2021
Q2 		$151K Buy
1,079
+48
+5% +$6.63K 0.02% 298
2021
Q1 		$133K Buy
+1,031
New +$121K 0.02% 306

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

WealthShield Partners's WM Position: Q4 2023 in Review

WealthShield Partners sold out of Waste Management (WM) in Q4 2023, closing a stake of 1,855 shares — an estimated $283K sold.

WealthShield Partners first reported a position in WM in Q1 2021 and held it in 5 quarters. The position peaked at $343K in Q2 2023. 1,868 funds tracked by Wall St. Rank hold WM as of Q4 2023.

  • WealthShield Partners reported no remaining Waste Management position as of Q4 2023 after selling out during the quarter.
  • WealthShield Partners sold 1,855 Waste Management shares in Q4 2023, an estimated $283K.
  • WealthShield Partners first reported a position in Waste Management in Q1 2021 and held it in 5 quarters.
  • WealthShield Partners's Waste Management position peaked at $343K in Q2 2023.
  • 1,868 funds tracked by Wall St. Rank held Waste Management as of Q4 2023.

Based on WealthShield Partners's 13F filing for Q4 2023, filed 23 Jan 2024.