BCWM
WM icon

Blue Chip Wealth Management’s Waste Management WM Stock Holding History

Blue Chip 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
Q3 		$1.12M Buy
9,912
+149
+2% +$16.5K 0.88% 29
2020
Q2 		$1.03M Buy
9,763
+1,567
+19% +$158K 0.98% 28
2020
Q1 		$759K Sell
8,196
-1,068
-12% -$123K 0.95% 32
2019
Q4 		$1.06M Buy
9,264
+249
+3% +$28.1K 0.98% 30
2019
Q3 		$1.04M Buy
9,015
+917
+11% +$107K 1.08% 28
2019
Q2 		$934K Buy
8,098
+221
+3% +$24K 0.99% 31
2019
Q1 		$818K Buy
7,877
+615
+8% +$60K 0.93% 34
2018
Q4 		$646K Buy
7,262
+650
+10% +$58.4K 0.85% 40
2018
Q3 		$597K Buy
6,612
+150
+2% +$13.3K 0.6% 46
2018
Q2 		$526K Sell
6,462
-377
-6% -$31.2K 0.57% 52
2018
Q1 		$575K Buy
+6,839
New +$587K 0.59% 46

Other funds holding WM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return