C-J Advisory’s Waste Management WM Stock Holding History

C-J Advisory’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
2019 Q4	–	Sell	-172	Closed	-$20K	–	152
2019 Q3	$20K	Hold	172	–	–	0.01%	101
2019 Q2	$20K	Hold	172	–	–	0.01%	97
2019 Q1	$18K	Hold	172	–	–	0.01%	118
2018 Q4	$15K	Hold	172	–	–	0.01%	96
2018 Q3	$16K	Hold	172	–	–	0.01%	100
2018 Q2	$14K	Hold	172	–	–	0.01%	106
2018 Q1	$14K	Hold	172	–	–	0.01%	100
2017 Q4	$15K	Buy	+172	New	+$14K	0.01%	99

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

C-J Advisory's WM Position: Q4 2019 in Review

C-J Advisory sold out of Waste Management (WM) in Q4 2019, closing a stake of 172 shares — an estimated $20K sold.

C-J Advisory first reported a position in WM in Q4 2017 and held it in 8 quarters. The position peaked at $20K in Q3 2019. 1,360 funds tracked by Wall St. Rank hold WM as of Q4 2019.

C-J Advisory reported no remaining Waste Management position as of Q4 2019 after selling out during the quarter.
C-J Advisory sold 172 Waste Management shares in Q4 2019, an estimated $20K.
C-J Advisory first reported a position in Waste Management in Q4 2017 and held it in 8 quarters.
C-J Advisory's Waste Management position peaked at $20K in Q3 2019.
1,360 funds tracked by Wall St. Rank held Waste Management as of Q4 2019.

Based on C-J Advisory's 13F filing for Q4 2019, filed 10 Feb 2020.