Burt Wealth Advisors’s Waste Management WM Stock Holding History

Burt Wealth Advisors’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 Q1	–	Sell	-115	Closed	-$14K	–	371
2020 Q4	$14K	Hold	115	–	–	﹤0.01%	273
2020 Q3	$13K	Buy	115 +15	+15%	+$1.66K	﹤0.01%	269
2020 Q2	$11K	Hold	100	–	–	﹤0.01%	265
2020 Q1	$9K	Hold	100	–	–	﹤0.01%	276
2019 Q4	$11K	Hold	100	–	–	﹤0.01%	268
2019 Q3	$12K	Hold	100	–	–	﹤0.01%	264
2019 Q2	$12K	Hold	100	–	–	0.01%	266
2019 Q1	$10K	Hold	100	–	–	﹤0.01%	278
2018 Q4	$9K	Hold	100	–	–	﹤0.01%	279
2018 Q3	$9K	Hold	100	–	–	﹤0.01%	302
2018 Q2	$8K	Hold	100	–	–	﹤0.01%	295
2018 Q1	$8K	Sell	100 -100	-50%	-$8.58K	﹤0.01%	301
2017 Q4	$17K	Buy	+200	New	+$16.3K	0.01%	252
2016 Q2	–	Sell	-900	Closed	-$53K	–	567
2016 Q1	$53K	Buy	+900	New	+$49.7K	0.05%	160

Other funds holding WM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Burt Wealth Advisors's WM Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Waste Management (WM) in Q1 2021, closing a stake of 115 shares — an estimated $14K sold.

Burt Wealth Advisors first reported a position in WM in Q1 2016 and held it in 14 quarters. The position peaked at $53K in Q1 2016. 1,489 funds tracked by Wall St. Rank hold WM as of Q1 2021.

Burt Wealth Advisors reported no remaining Waste Management position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 115 Waste Management shares in Q1 2021, an estimated $14K.
Burt Wealth Advisors first reported a position in Waste Management in Q1 2016 and held it in 14 quarters.
Burt Wealth Advisors's Waste Management position peaked at $53K in Q1 2016.
1,489 funds tracked by Wall St. Rank held Waste Management as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.