Capital Advisory Group Advisory Services’s Waste Management WM Stock Holding History

Capital Advisory Group Advisory Services’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 Q4	–	Sell	-370	Closed	-$55K	–	516
2021 Q3	$55K	Hold	370	–	–	0.02%	260
2021 Q2	$52K	Hold	370	–	–	0.02%	263
2021 Q1	$48K	Hold	370	–	–	0.02%	250
2020 Q4	$44K	Hold	370	–	–	0.02%	256
2020 Q3	$42K	Buy	370 +124	+50%	+$13.7K	0.02%	211
2020 Q2	$26K	Hold	246	–	–	0.01%	228
2020 Q1	$23K	Buy	+246	New	+$28.2K	0.03%	150
2019 Q4	–	Sell	-246	Closed	-$29K	–	423
2019 Q3	$29K	Hold	246	–	–	0.02%	178
2019 Q2	$29K	Hold	246	–	–	0.02%	188
2019 Q1	$25K	Sell	246 -1	-0.4%	-$98	0.02%	192
2018 Q4	$21K	Sell	247 -249	-50%	-$22.4K	0.02%	186
2018 Q3	$46K	Hold	496	–	–	0.03%	144
2018 Q2	$40K	Hold	496	–	–	0.03%	144
2018 Q1	$42K	Buy	+496	New	+$42.6K	0.03%	145

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Capital Advisory Group Advisory Services's WM Position: Q4 2021 in Review

Capital Advisory Group Advisory Services sold out of Waste Management (WM) in Q4 2021, closing a stake of 370 shares — an estimated $55K sold.

Capital Advisory Group Advisory Services first reported a position in WM in Q1 2018 and held it in 14 quarters. The position peaked at $55K in Q3 2021. 1,695 funds tracked by Wall St. Rank hold WM as of Q4 2021.

Capital Advisory Group Advisory Services reported no remaining Waste Management position as of Q4 2021 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 370 Waste Management shares in Q4 2021, an estimated $55K.
Capital Advisory Group Advisory Services first reported a position in Waste Management in Q1 2018 and held it in 14 quarters.
Capital Advisory Group Advisory Services's Waste Management position peaked at $55K in Q3 2021.
1,695 funds tracked by Wall St. Rank held Waste Management as of Q4 2021.

Based on Capital Advisory Group Advisory Services's 13F filing for Q4 2021, filed 15 Feb 2022.