APWM
WM icon

Atlas Private Wealth Management’s Waste Management WM Stock Holding History

Atlas Private 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
Q2 		– Sell
-100
Closed -$13K – 382
2021
Q1 		$13K Hold
100
– – 0.01% 291
2020
Q4 		$12K Hold
100
– – 0.01% 299
2020
Q3 		$11K Sell
100
-203
-67% -$22.4K 0.01% 306
2020
Q2 		$32K Buy
303
+1
+0.3% +$101 0.03% 226
2020
Q1 		$28K Buy
302
+2
+0.7% +$229 0.03% 221
2019
Q4 		$34K Buy
+300
New +$33.9K 0.03% 230

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Atlas Private Wealth Management's WM Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of Waste Management (WM) in Q2 2021, closing a stake of 100 shares — an estimated $13K sold.

Atlas Private Wealth Management first reported a position in WM in Q4 2019 and held it in 6 quarters. The position peaked at $34K in Q4 2019. 1,521 funds tracked by Wall St. Rank hold WM as of Q2 2021.

  • Atlas Private Wealth Management reported no remaining Waste Management position as of Q2 2021 after selling out during the quarter.
  • Atlas Private Wealth Management sold 100 Waste Management shares in Q2 2021, an estimated $13K.
  • Atlas Private Wealth Management first reported a position in Waste Management in Q4 2019 and held it in 6 quarters.
  • Atlas Private Wealth Management's Waste Management position peaked at $34K in Q4 2019.
  • 1,521 funds tracked by Wall St. Rank held Waste Management as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.