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

Avitas 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
2020
Q4 		– Sell
-13,780
Closed -$1.56M – 224
2020
Q3 		$1.56M Buy
13,780
+120
+0.9% +$13.3K 0.43% 94
2020
Q2 		$1.45M Sell
13,660
-365
-3% -$36.9K 0.48% 86
2020
Q1 		$1.3M Sell
14,025
-7,235
-34% -$830K 0.59% 68
2019
Q4 		$2.42M Buy
21,260
+114
+0.5% +$12.9K 0.62% 72
2019
Q3 		$2.43M Buy
21,146
+355
+2% +$41.5K 0.67% 68
2019
Q2 		$2.4M Buy
+20,791
New +$2.26M 0.67% 70

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $37.4B AUM 35.42% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Avitas Wealth Management's WM Position: Q4 2020 in Review

Avitas Wealth Management sold out of Waste Management (WM) in Q4 2020, closing a stake of 13,780 shares — an estimated $1.56M sold.

Avitas Wealth Management first reported a position in WM in Q2 2019 and held it in 6 quarters. The position peaked at $2.43M in Q3 2019. 1,457 funds tracked by Wall St. Rank hold WM as of Q4 2020.

  • Avitas Wealth Management reported no remaining Waste Management position as of Q4 2020 after selling out during the quarter.
  • Avitas Wealth Management sold 13,780 Waste Management shares in Q4 2020, an estimated $1.56M.
  • Avitas Wealth Management first reported a position in Waste Management in Q2 2019 and held it in 6 quarters.
  • Avitas Wealth Management's Waste Management position peaked at $2.43M in Q3 2019.
  • 1,457 funds tracked by Wall St. Rank held Waste Management as of Q4 2020.

Based on Avitas Wealth Management's 13F filing for Q4 2020, filed 26 Feb 2021.