Wealthstream Advisors’s Waste Management WM Stock Holding History

Wealthstream Advisors’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	–	Sell	-969	Closed	-$206K	–	160
2024 Q1	$206K	Sell	969 -764	-44%	-$150K	0.08%	130
2023 Q4	$310K	Buy	+1,733	New	+$291K	0.13%	99

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

Wealthstream Advisors's WM Position: Q2 2024 in Review

Wealthstream Advisors sold out of Waste Management (WM) in Q2 2024, closing a stake of 969 shares — an estimated $206K sold.

Wealthstream Advisors first reported a position in WM in Q4 2023 and held it in 2 quarters. The position peaked at $310K in Q4 2023. 1,998 funds tracked by Wall St. Rank hold WM as of Q2 2024.

Wealthstream Advisors reported no remaining Waste Management position as of Q2 2024 after selling out during the quarter.
Wealthstream Advisors sold 969 Waste Management shares in Q2 2024, an estimated $206K.
Wealthstream Advisors first reported a position in Waste Management in Q4 2023 and held it in 2 quarters.
Wealthstream Advisors's Waste Management position peaked at $310K in Q4 2023.
1,998 funds tracked by Wall St. Rank held Waste Management as of Q2 2024.

Based on Wealthstream Advisors's 13F filing for Q2 2024, filed 29 Jul 2024.