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YorkBridge Wealth Partners’s Waste Management WM Stock Holding History

YorkBridge Wealth 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
2022
Q4 		$1.26M Buy
8,036
+8
+0.1% +$1.29K 0.32% 76
2022
Q3 		$1.29M Sell
8,028
-31
-0.4% -$5.12K 0.33% 69
2022
Q2 		$1.23M Sell
8,059
-73
-0.9% -$11.4K 0.32% 70
2022
Q1 		$1.29M Sell
8,132
-128
-2% -$19.4K 0.28% 74
2021
Q4 		$1.38M Sell
8,260
-704
-8% -$113K 0.31% 71
2021
Q3 		$1.34M Buy
8,964
+162
+2% +$24.2K 0.34% 69
2021
Q2 		$1.23M Buy
8,802
+201
+2% +$27.8K 0.32% 71
2021
Q1 		$1.11M Buy
8,601
+1,479
+21% +$173K 0.33% 70
2020
Q4 		$840K Sell
7,122
-2
-0% -$233 0.28% 75
2020
Q3 		$806K Buy
7,124
+115
+2% +$12.7K 0.34% 68
2020
Q2 		$742K Sell
7,009
-344
-5% -$34.7K 0.34% 66
2020
Q1 		$681K Buy
7,353
+132
+2% +$15.1K 0.42% 68
2019
Q4 		$823K Buy
7,221
+255
+4% +$28.8K 0.38% 74
2019
Q3 		$801K Sell
6,966
-406
-6% -$47.4K 0.4% 69
2019
Q2 		$851K Buy
7,372
+272
+4% +$29.5K 0.38% 68
2019
Q1 		$738K Sell
7,100
-128
-2% -$12.5K 0.34% 70
2018
Q4 		$643K Buy
7,228
+230
+3% +$20.7K 0.34% 74
2018
Q3 		$631K Buy
6,998
+47
+0.7% +$4.17K 0.29% 82
2018
Q2 		$565K Buy
6,951
+356
+5% +$29.5K 0.25% 92
2018
Q1 		$548K Buy
6,595
+257
+4% +$22K 0.25% 93
2017
Q4 		$518K Buy
6,338
+690
+12% +$56.2K 0.25% 91
2017
Q3 		$442K Sell
5,648
-367
-6% -$27.9K 0.23% 96
2017
Q2 		$442K Sell
6,015
-964
-14% -$70.2K 0.23% 93
2017
Q1 		$508K Buy
6,979
+1,139
+20% +$81.3K 0.27% 85
2016
Q4 		$409K Buy
+5,840
New +$391K 0.24% 95

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

YorkBridge Wealth Partners's WM Position: Q4 2022 in Review

YorkBridge Wealth Partners increased its Waste Management (WM) stake by 0.1% in Q4 2022, buying an estimated $1.29K and bringing the position to 8,036 shares worth $1.26M. The position accounts for 0.32% of the portfolio, ranked #76.

YorkBridge Wealth Partners first reported a position in WM in Q4 2016 and has held it in 25 quarters since. The position peaked at $1.38M in Q4 2021. 1,737 funds tracked by Wall St. Rank hold WM as of Q4 2022.

  • YorkBridge Wealth Partners held 8,036 shares of Waste Management worth $1.26M as of Q4 2022.
  • YorkBridge Wealth Partners bought 8 Waste Management shares in Q4 2022, an estimated $1.29K.
  • Waste Management made up 0.32% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #76 holding.
  • YorkBridge Wealth Partners first reported a position in Waste Management in Q4 2016 and has held it in 25 quarters since.
  • YorkBridge Wealth Partners's Waste Management position peaked at $1.38M in Q4 2021.
  • 1,737 funds tracked by Wall St. Rank held Waste Management as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.