Altavista Wealth Management’s Waste Management WM Stock Holding History

Altavista 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
2021 Q4	$294K	Hold	1,764	–	–	0.06%	160
2021 Q3	$263K	Sell	1,764 -76	-4%	-$11.4K	0.06%	163
2021 Q2	$258K	Sell	1,840 -15	-0.8%	-$2.07K	0.06%	165
2021 Q1	$239K	Hold	1,855	–	–	0.06%	163
2020 Q4	$219K	Hold	1,855	–	–	0.06%	162
2020 Q3	$210K	Buy	+1,855	New	+$205K	0.06%	161
2020 Q1	–	Sell	-2,055	Closed	-$234K	–	171
2019 Q4	$234K	Hold	2,055	–	–	0.07%	157
2019 Q3	$236K	Hold	2,055	–	–	0.07%	152
2019 Q2	$237K	Hold	2,055	–	–	0.08%	146
2019 Q1	$214K	Sell	2,055 -200	-9%	-$19.5K	0.08%	150
2018 Q4	$201K	Hold	2,255	–	–	0.08%	145
2018 Q3	$204K	Buy	+2,255	New	+$200K	0.08%	151

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

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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Altavista Wealth Management's WM Position: Q4 2021 in Review

Altavista Wealth Management held its Waste Management (WM) position steady in Q4 2021 at 1,764 shares worth $294K. The position accounts for 0.06% of the portfolio, ranked #160.

Altavista Wealth Management first reported a position in WM in Q3 2018 and has held it in 12 quarters since. 1,696 funds tracked by Wall St. Rank hold WM as of Q4 2021.

Altavista Wealth Management held 1,764 shares of Waste Management worth $294K as of Q4 2021.
Altavista Wealth Management left its Waste Management share count unchanged in Q4 2021.
Waste Management made up 0.06% of Altavista Wealth Management's portfolio in Q4 2021, its #160 holding.
Altavista Wealth Management first reported a position in Waste Management in Q3 2018 and has held it in 12 quarters since.
1,696 funds tracked by Wall St. Rank held Waste Management as of Q4 2021.

Based on Altavista Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.