WR Wealth Planners’s Waste Management WM Stock Holding History

WR Wealth Planners’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 Q4	$1M	Sell	4,975 -433	-8%	-$93K	0.32%	46
2024 Q3	$1.12M	Buy	5,408 +131	+2%	+$27.3K	0.31%	53
2024 Q2	$1.13M	Buy	5,277 +199	+4%	+$41.4K	0.34%	45
2024 Q1	$1.08M	Buy	5,078 +17	+0.3%	+$3.34K	0.34%	46
2023 Q4	$906K	Buy	5,061 +189	+4%	+$31.7K	0.34%	55
2023 Q3	$743K	Buy	4,872 +130	+3%	+$21K	0.28%	61
2023 Q2	$822K	Buy	4,742 +400	+9%	+$66.1K	0.32%	54
2023 Q1	$708K	Buy	4,342 +1,206	+38%	+$185K	0.31%	56
2022 Q4	$492K	Buy	3,136 +59	+2%	+$9.49K	0.3%	53
2022 Q3	$493K	Buy	3,077 +221	+8%	+$36.5K	0.35%	47
2022 Q2	$437K	Sell	2,856 -147	-5%	-$23K	0.29%	56
2022 Q1	$476K	Buy	+3,003	New	+$455K	0.28%	59

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WR Wealth Planners's WM Position: Q4 2024 in Review

WR Wealth Planners reduced its Waste Management (WM) stake by 8% in Q4 2024, selling an estimated $93K and leaving 4,975 shares worth $1M. The position accounts for 0.32% of the portfolio, ranked #46.

WR Wealth Planners first reported a position in WM in Q1 2022 and has held it in 12 quarters since. The position peaked at $1.13M in Q2 2024. 2,129 funds tracked by Wall St. Rank hold WM as of Q4 2024.

WR Wealth Planners held 4,975 shares of Waste Management worth $1M as of Q4 2024.
WR Wealth Planners sold 433 Waste Management shares in Q4 2024, an estimated $93K.
Waste Management made up 0.32% of WR Wealth Planners's portfolio in Q4 2024, its #46 holding.
WR Wealth Planners first reported a position in Waste Management in Q1 2022 and has held it in 12 quarters since.
WR Wealth Planners's Waste Management position peaked at $1.13M in Q2 2024.
2,129 funds tracked by Wall St. Rank held Waste Management as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.