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Waste Management shares owned by Kingswood Wealth Advisors

Quarter-by-quarter ownership of Waste Management (WM) shares owned by Kingswood Wealth Advisors from 13F filings

Historical chart of Kingswood Wealth Advisors investment in Waste Management

Tip: Access up to 7 years of quarterly data

All positions including Waste Management held by Kingswood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Waste Management by Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.4M 11k 213.15
2023-12-31 $2.1M 12k 179.10
2023-09-30 $1.7M 3.3k 515.47
2023-06-30 $783k 4.5k 173.42

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View all positions for Kingswood Wealth Advisors

Top funds holding Waste Management

Vanguard Group
Bill & Melinda Gates Foundation Trust
Parnassus Investments
Nordea Investment Management Ab
Norges Bank Investment Management
Wells Fargo & Company
Lazard Asset Management
Amundi
Goldman Sachs Group
Bank of America Corporation
Legal & General Group
ClearBridge Advisors
Bank of New York Mellon
Alliancebernstein
Stifel Financial

View all funds holding Waste Management