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Aurora Private Wealth’s Waste Management WM Stock Holding History

Aurora Private Wealth’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 		– Sell
-4,065
Closed -$607K – 236
2021
Q3 		$607K Buy
+4,065
New +$608K 0.25% 81
2021
Q2 		– Sell
-3,890
Closed -$502K – 234
2021
Q1 		$502K Sell
3,890
-110
-3% -$12.9K 0.21% 101
2020
Q4 		$472K Buy
4,000
+33
+0.8% +$3.85K 0.2% 110
2020
Q3 		$449K Buy
3,967
+80
+2% +$8.84K 0.19% 101
2020
Q2 		$412K Sell
3,887
-2,616
-40% -$264K 0.19% 99
2020
Q1 		$602K Buy
6,503
+2,848
+78% +$327K 0.21% 104
2019
Q4 		$417K Buy
+3,655
New +$413K 0.15% 117

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
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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Aurora Private Wealth's WM Position: Q4 2021 in Review

Aurora Private Wealth sold out of Waste Management (WM) in Q4 2021, closing a stake of 4,065 shares — an estimated $607K sold.

Aurora Private Wealth first reported a position in WM in Q4 2019 and held it in 7 quarters. The position peaked at $607K in Q3 2021. 1,695 funds tracked by Wall St. Rank hold WM as of Q4 2021.

  • Aurora Private Wealth reported no remaining Waste Management position as of Q4 2021 after selling out during the quarter.
  • Aurora Private Wealth sold 4,065 Waste Management shares in Q4 2021, an estimated $607K.
  • Aurora Private Wealth first reported a position in Waste Management in Q4 2019 and held it in 7 quarters.
  • Aurora Private Wealth's Waste Management position peaked at $607K in Q3 2021.
  • 1,695 funds tracked by Wall St. Rank held Waste Management as of Q4 2021.

Based on Aurora Private Wealth's 13F filing for Q4 2021, filed 2 Feb 2022.