Wipfli Financial Advisors’s Waste Management WM Stock Holding History

Wipfli Financial 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	$969K	Buy	+6,050	New	+$999K	0.07%	125

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

Wipfli Financial Advisors's WM Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Waste Management (WM) in Q3 2022: 6,050 shares worth $969K. The stake represents 0.07% of the portfolio and ranks #125 among its holdings.

1,691 funds tracked by Wall St. Rank hold WM as of Q3 2022.

Wipfli Financial Advisors held 6,050 shares of Waste Management worth $969K as of Q3 2022.
Waste Management was a new Wipfli Financial Advisors position in Q3 2022.
Waste Management made up 0.07% of Wipfli Financial Advisors's portfolio in Q3 2022, its #125 holding.
1,691 funds tracked by Wall St. Rank held Waste Management as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.