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Bernardo Wealth Planning’s Waste Management WM Stock Holding History

Bernardo Wealth Planning’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
-3,100
Closed -$365K – 159
2020
Q4 		$365K Hold
3,100
– – 0.14% 118
2020
Q3 		$350K Sell
3,100
-48
-2% -$5.3K 0.16% 107
2020
Q2 		$333K Hold
3,148
– – 0.18% 107
2020
Q1 		$291K Sell
3,148
-16
-0.5% -$1.83K 0.2% 110
2019
Q4 		$360K Buy
3,164
+2
+0.1% +$226 0.22% 110
2019
Q3 		$363K Sell
3,162
-45
-1% -$5.25K 0.26% 103
2019
Q2 		$370K Sell
3,207
-135
-4% -$14.6K 0.29% 95
2019
Q1 		$347K Buy
3,342
+193
+6% +$18.8K 0.27% 100
2018
Q4 		$280K Buy
+3,149
New +$283K 0.25% 105

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

Bernardo Wealth Planning's WM Position: Q1 2021 in Review

Bernardo Wealth Planning sold out of Waste Management (WM) in Q1 2021, closing a stake of 3,100 shares — an estimated $365K sold.

Bernardo Wealth Planning first reported a position in WM in Q4 2018 and held it in 9 quarters. The position peaked at $370K in Q2 2019. 1,489 funds tracked by Wall St. Rank hold WM as of Q1 2021.

  • Bernardo Wealth Planning reported no remaining Waste Management position as of Q1 2021 after selling out during the quarter.
  • Bernardo Wealth Planning sold 3,100 Waste Management shares in Q1 2021, an estimated $365K.
  • Bernardo Wealth Planning first reported a position in Waste Management in Q4 2018 and held it in 9 quarters.
  • Bernardo Wealth Planning's Waste Management position peaked at $370K in Q2 2019.
  • 1,489 funds tracked by Wall St. Rank held Waste Management as of Q1 2021.

Based on Bernardo Wealth Planning's 13F filing for Q1 2021, filed 23 Apr 2021.