AWM
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Aevitas Wealth Management’s Waste Management WM Stock Holding History

Aevitas Wealth Management’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
2019
Q2 		– Sell
-301
Closed -$31K – 354
2019
Q1 		$31K Buy
301
+1
+0.3% +$98 0.03% 221
2018
Q4 		$27K Sell
300
-513
-63% -$46.1K 0.03% 224
2018
Q3 		$73K Sell
813
-104
-11% -$9.22K 0.07% 161
2018
Q2 		$75K Sell
917
-295
-24% -$24.4K 0.07% 156
2018
Q1 		$102K Buy
1,212
+223
+23% +$19.1K 0.1% 131
2017
Q4 		$85K Buy
+989
New +$80.5K 0.08% 147

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Aevitas Wealth Management's WM Position: Q2 2019 in Review

Aevitas Wealth Management sold out of Waste Management (WM) in Q2 2019, closing a stake of 301 shares — an estimated $31K sold.

Aevitas Wealth Management first reported a position in WM in Q4 2017 and held it in 6 quarters. The position peaked at $102K in Q1 2018. 1,282 funds tracked by Wall St. Rank hold WM as of Q2 2019.

  • Aevitas Wealth Management reported no remaining Waste Management position as of Q2 2019 after selling out during the quarter.
  • Aevitas Wealth Management sold 301 Waste Management shares in Q2 2019, an estimated $31K.
  • Aevitas Wealth Management first reported a position in Waste Management in Q4 2017 and held it in 6 quarters.
  • Aevitas Wealth Management's Waste Management position peaked at $102K in Q1 2018.
  • 1,282 funds tracked by Wall St. Rank held Waste Management as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.