Acima Private Wealth’s Waste Management WM Stock Holding History

Acima Private Wealth’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
2020 Q3	–	Sell	-375	Closed	-$40K	–	247
2020 Q2	$40K	Hold	375	–	–	0.03%	166
2020 Q1	$35K	Hold	375	–	–	0.03%	169
2019 Q4	$43K	Hold	375	–	–	0.03%	196
2019 Q3	$43K	Hold	375	–	–	0.03%	195
2019 Q2	$43K	Hold	375	–	–	0.03%	187
2019 Q1	$39K	Buy	+375	New	+$36.6K	0.03%	184

Other funds holding WM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Acima Private Wealth's WM Position: Q3 2020 in Review

Acima Private Wealth sold out of Waste Management (WM) in Q3 2020, closing a stake of 375 shares — an estimated $40K sold.

Acima Private Wealth first reported a position in WM in Q1 2019 and held it in 6 quarters. The position peaked at $43K in Q4 2019. 1,361 funds tracked by Wall St. Rank hold WM as of Q3 2020.

Acima Private Wealth reported no remaining Waste Management position as of Q3 2020 after selling out during the quarter.
Acima Private Wealth sold 375 Waste Management shares in Q3 2020, an estimated $40K.
Acima Private Wealth first reported a position in Waste Management in Q1 2019 and held it in 6 quarters.
Acima Private Wealth's Waste Management position peaked at $43K in Q4 2019.
1,361 funds tracked by Wall St. Rank held Waste Management as of Q3 2020.

Based on Acima Private Wealth's 13F filing for Q3 2020, filed 14 May 2021.