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Center for Financial Planning’s Waste Management WM Stock Holding History

Center for Financial Planning’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
-296
Closed -$33K – 491
2020
Q3 		$33K Hold
296
– – 0.01% 219
2020
Q2 		$31K Sell
296
-29
-9% -$2.93K 0.01% 221
2020
Q1 		$30K Buy
325
+29
+10% +$3.33K 0.01% 216
2019
Q4 		$34K Buy
+296
New +$33.4K 0.01% 221

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

Center for Financial Planning's WM Position: Q4 2020 in Review

Center for Financial Planning sold out of Waste Management (WM) in Q4 2020, closing a stake of 296 shares — an estimated $33K sold.

Center for Financial Planning first reported a position in WM in Q4 2019 and held it in 4 quarters. The position peaked at $34K in Q4 2019. 1,456 funds tracked by Wall St. Rank hold WM as of Q4 2020.

  • Center for Financial Planning reported no remaining Waste Management position as of Q4 2020 after selling out during the quarter.
  • Center for Financial Planning sold 296 Waste Management shares in Q4 2020, an estimated $33K.
  • Center for Financial Planning first reported a position in Waste Management in Q4 2019 and held it in 4 quarters.
  • Center for Financial Planning's Waste Management position peaked at $34K in Q4 2019.
  • 1,456 funds tracked by Wall St. Rank held Waste Management as of Q4 2020.

Based on Center for Financial Planning's 13F filing for Q4 2020, filed 9 Feb 2021.