Win Advisors’s Waste Management WM Stock Holding History

Win 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
2022 Q3	–	Sell	-65	Closed	-$10K	–	168
2022 Q2	$10K	Buy	65 +49	+306%	+$7.67K	0.02%	116
2022 Q1	$3K	Buy	+16	New	+$2.43K	﹤0.01%	181

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Win Advisors's WM Position: Q3 2022 in Review

Win Advisors sold out of Waste Management (WM) in Q3 2022, closing a stake of 65 shares — an estimated $10K sold.

Win Advisors first reported a position in WM in Q1 2022 and held it in 2 quarters. The position peaked at $10K in Q2 2022. 1,691 funds tracked by Wall St. Rank hold WM as of Q3 2022.

Win Advisors reported no remaining Waste Management position as of Q3 2022 after selling out during the quarter.
Win Advisors sold 65 Waste Management shares in Q3 2022, an estimated $10K.
Win Advisors first reported a position in Waste Management in Q1 2022 and held it in 2 quarters.
Win Advisors's Waste Management position peaked at $10K in Q2 2022.
1,691 funds tracked by Wall St. Rank held Waste Management as of Q3 2022.

Based on Win Advisors's 13F filing for Q3 2022, filed 27 Oct 2022.