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

Alterna 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
Q1 		– Sell
-4,554
Closed -$334K – 336
2018
Q4 		$334K Buy
+4,554
New +$409K 0.05% 233

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

Alterna Wealth Management's WM Position: Q1 2019 in Review

Alterna Wealth Management sold out of Waste Management (WM) in Q1 2019, closing a stake of 4,554 shares — an estimated $334K sold.

Alterna Wealth Management first reported a position in WM in Q4 2018 and held it in 1 quarter. The position peaked at $334K in Q4 2018. 1,255 funds tracked by Wall St. Rank hold WM as of Q1 2019.

  • Alterna Wealth Management reported no remaining Waste Management position as of Q1 2019 after selling out during the quarter.
  • Alterna Wealth Management sold 4,554 Waste Management shares in Q1 2019, an estimated $334K.
  • Alterna Wealth Management first reported a position in Waste Management in Q4 2018 and held it in 1 quarter.
  • Alterna Wealth Management's Waste Management position peaked at $334K in Q4 2018.
  • 1,255 funds tracked by Wall St. Rank held Waste Management as of Q1 2019.

Based on Alterna Wealth Management's 13F filing for Q1 2019, filed 13 May 2019.