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Brewin Dolphin Wealth Management’s Waste Management WM Stock Holding History

Brewin Dolphin 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
Q4 		– Sell
-316
Closed -$35.8K – 319
2020
Q3 		$35.8K Buy
316
+66
+26% +$7.29K 0.01% 184
2020
Q2 		$26.5K Buy
+250
New +$25.2K 0.01% 194
2020
Q1 		– Sell
-100
Closed -$11.4K – 209
2019
Q4 		$11.4K Hold
100
– – 0.01% 175
2019
Q3 		$11.5K Hold
100
– – 0.01% 169
2019
Q2 		$11.5K Buy
+100
New +$10.8K 0.01% 175

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Brewin Dolphin Wealth Management's WM Position: Q4 2020 in Review

Brewin Dolphin Wealth Management sold out of Waste Management (WM) in Q4 2020, closing a stake of 316 shares — an estimated $35.8K sold.

Brewin Dolphin Wealth Management first reported a position in WM in Q2 2019 and held it in 5 quarters. The position peaked at $35.8K in Q3 2020. 1,456 funds tracked by Wall St. Rank hold WM as of Q4 2020.

  • Brewin Dolphin Wealth Management reported no remaining Waste Management position as of Q4 2020 after selling out during the quarter.
  • Brewin Dolphin Wealth Management sold 316 Waste Management shares in Q4 2020, an estimated $35.8K.
  • Brewin Dolphin Wealth Management first reported a position in Waste Management in Q2 2019 and held it in 5 quarters.
  • Brewin Dolphin Wealth Management's Waste Management position peaked at $35.8K in Q3 2020.
  • 1,456 funds tracked by Wall St. Rank held Waste Management as of Q4 2020.

Based on Brewin Dolphin Wealth Management's 13F filing for Q4 2020, filed 9 Nov 2023.