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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Blue Chip Wealth Management's WM Position: Q3 2020 in Review

Blue Chip Wealth Management increased its Waste Management (WM) stake by 1.5% in Q3 2020, buying an estimated $16.5K and bringing the position to 9,912 shares worth $1.12M. The position accounts for 0.88% of the portfolio, ranked #29.

Blue Chip Wealth Management first reported a position in WM in Q1 2018 and has held it in 11 quarters since. 1,362 funds tracked by Wall St. Rank hold WM as of Q3 2020.

Blue Chip Wealth Management held 9,912 shares of Waste Management worth $1.12M as of Q3 2020.
Blue Chip Wealth Management bought 149 Waste Management shares in Q3 2020, an estimated $16.5K.
Waste Management made up 0.88% of Blue Chip Wealth Management's portfolio in Q3 2020, its #29 holding.
Blue Chip Wealth Management first reported a position in Waste Management in Q1 2018 and has held it in 11 quarters since.
1,362 funds tracked by Wall St. Rank held Waste Management as of Q3 2020.

Based on Blue Chip Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.