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Baron Silver Stevens Financial Advisors’s Waste Management WM Stock Holding History

Baron Silver Stevens Financial Advisors’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
Q1 		– Sell
-800
Closed -$94K – 485
2020
Q4 		$94K Buy
+800
New +$93.3K 0.03% 97

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's WM Position: Q1 2021 in Review

Baron Silver Stevens Financial Advisors sold out of Waste Management (WM) in Q1 2021, closing a stake of 800 shares — an estimated $94K sold.

Baron Silver Stevens Financial Advisors first reported a position in WM in Q4 2020 and held it in 1 quarter. The position peaked at $94K in Q4 2020. 1,489 funds tracked by Wall St. Rank hold WM as of Q1 2021.

  • Baron Silver Stevens Financial Advisors reported no remaining Waste Management position as of Q1 2021 after selling out during the quarter.
  • Baron Silver Stevens Financial Advisors sold 800 Waste Management shares in Q1 2021, an estimated $94K.
  • Baron Silver Stevens Financial Advisors first reported a position in Waste Management in Q4 2020 and held it in 1 quarter.
  • Baron Silver Stevens Financial Advisors's Waste Management position peaked at $94K in Q4 2020.
  • 1,489 funds tracked by Wall St. Rank held Waste Management as of Q1 2021.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q1 2021, filed 27 Apr 2021.