BBA
WM icon

Braun-Bostich & Associates’s Waste Management WM Stock Holding History

Braun-Bostich & Associates’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 		– Sell
-190
Closed -$20K – 346
2020
Q2 		$20K Hold
190
– – 0.02% 170
2020
Q1 		$17K Hold
190
– – 0.02% 176
2019
Q4 		$22K Buy
+190
New +$21.5K 0.02% 188
2019
Q3 		– Sell
-602
Closed -$69K – 306
2019
Q2 		$69K Sell
602
-716
-54% -$77.7K 0.07% 162
2019
Q1 		$137K Sell
1,318
-624
-32% -$60.9K 0.14% 131
2018
Q4 		$173K Buy
1,942
+101
+5% +$9.07K 0.18% 102
2018
Q3 		$166K Buy
1,841
+394
+27% +$34.9K 0.16% 106
2018
Q2 		$118K Buy
1,447
+1,223
+546% +$101K 0.12% 118
2018
Q1 		$19K Sell
224
-617
-73% -$52.9K 0.02% 225
2017
Q4 		$73K Buy
+841
New +$68.5K 0.06% 155

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
Wells Fargo
Wells Fargo San Francisco, California $530B 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

Braun-Bostich & Associates's WM Position: Q3 2020 in Review

Braun-Bostich & Associates sold out of Waste Management (WM) in Q3 2020, closing a stake of 190 shares — an estimated $20K sold.

Braun-Bostich & Associates first reported a position in WM in Q4 2017 and held it in 10 quarters. The position peaked at $173K in Q4 2018. 1,361 funds tracked by Wall St. Rank hold WM as of Q3 2020.

  • Braun-Bostich & Associates reported no remaining Waste Management position as of Q3 2020 after selling out during the quarter.
  • Braun-Bostich & Associates sold 190 Waste Management shares in Q3 2020, an estimated $20K.
  • Braun-Bostich & Associates first reported a position in Waste Management in Q4 2017 and held it in 10 quarters.
  • Braun-Bostich & Associates's Waste Management position peaked at $173K in Q4 2018.
  • 1,361 funds tracked by Wall St. Rank held Waste Management as of Q3 2020.

Based on Braun-Bostich & Associates's 13F filing for Q3 2020, filed 9 Oct 2020.