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Brandywine Oak Private Wealth’s Waste Management WM Stock Holding History

Brandywine Oak Private Wealth’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
Q3 		– Sell
-1,492
Closed -$209K – 352
2021
Q2 		$209K Buy
+1,492
New +$206K 0.02% 328
2019
Q1 		– Sell
-498
Closed -$44K – 636
2018
Q4 		$44K Buy
+498
New +$44.7K 0.01% 381

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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Brandywine Oak Private Wealth's WM Position: Q3 2021 in Review

Brandywine Oak Private Wealth sold out of Waste Management (WM) in Q3 2021, closing a stake of 1,492 shares — an estimated $209K sold.

Brandywine Oak Private Wealth first reported a position in WM in Q4 2018 and held it in 2 quarters. The position peaked at $209K in Q2 2021. 1,544 funds tracked by Wall St. Rank hold WM as of Q3 2021.

  • Brandywine Oak Private Wealth reported no remaining Waste Management position as of Q3 2021 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 1,492 Waste Management shares in Q3 2021, an estimated $209K.
  • Brandywine Oak Private Wealth first reported a position in Waste Management in Q4 2018 and held it in 2 quarters.
  • Brandywine Oak Private Wealth's Waste Management position peaked at $209K in Q2 2021.
  • 1,544 funds tracked by Wall St. Rank held Waste Management as of Q3 2021.

Based on Brandywine Oak Private Wealth's 13F filing for Q3 2021, filed 18 Oct 2021.