AWA
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Acorn Wealth Advisors’s Waste Management WM Stock Holding History

Acorn Wealth 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
2018
Q3 		– Sell
-783
Closed -$64K – 449
2018
Q2 		$64K Buy
783
+62
+9% +$5.13K 0.05% 231
2018
Q1 		$59K Buy
721
+151
+26% +$13K 0.05% 236
2017
Q4 		$50K Buy
+570
New +$46.4K 0.05% 260

Other funds holding WM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Acorn Wealth Advisors's WM Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of Waste Management (WM) in Q3 2018, closing a stake of 783 shares — an estimated $64K sold.

Acorn Wealth Advisors first reported a position in WM in Q4 2017 and held it in 3 quarters. The position peaked at $64K in Q2 2018. 1,125 funds tracked by Wall St. Rank hold WM as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining Waste Management position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 783 Waste Management shares in Q3 2018, an estimated $64K.
  • Acorn Wealth Advisors first reported a position in Waste Management in Q4 2017 and held it in 3 quarters.
  • Acorn Wealth Advisors's Waste Management position peaked at $64K in Q2 2018.
  • 1,125 funds tracked by Wall St. Rank held Waste Management as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.