Clear Perspective Advisors’s Waste Management WM Stock Holding History

Clear Perspective 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 Q4	$291K	Sell	1,744 -256	-13%	-$41.2K	0.09%	143
2021 Q3	$299K	Hold	2,000	–	–	0.1%	128
2021 Q2	$280K	Sell	2,000 -240	-11%	-$33.2K	0.1%	131
2021 Q1	$289K	Buy	+2,240	New	+$262K	0.11%	124
2019 Q4	–	Sell	-4,170	Closed	-$480K	–	153
2019 Q3	$480K	Buy	4,170 +2,095	+101%	+$245K	0.22%	88
2019 Q2	$239K	Buy	+2,075	New	+$225K	0.15%	128
2018 Q3	–	Sell	-1,875	Closed	-$153K	–	441
2018 Q2	$153K	Hold	1,875	–	–	0.11%	162
2018 Q1	$158K	Hold	1,875	–	–	0.12%	151
2017 Q4	$162K	Hold	1,875	–	–	0.12%	153
2017 Q3	$147K	Hold	1,875	–	–	0.12%	153
2017 Q2	$138K	Hold	1,875	–	–	0.12%	147
2017 Q1	$137K	Hold	1,875	–	–	0.09%	145
2016 Q4	$133K	Buy	+1,875	New	+$125K	0.09%	147

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 $37.4B AUM 35.42% 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

Clear Perspective Advisors's WM Position: Q4 2021 in Review

Clear Perspective Advisors reduced its Waste Management (WM) stake by 13% in Q4 2021, selling an estimated $41.2K and leaving 1,744 shares worth $291K. The position accounts for 0.09% of the portfolio, ranked #143.

Clear Perspective Advisors first reported a position in WM in Q4 2016 and has held it in 13 quarters since. The position peaked at $480K in Q3 2019. 1,696 funds tracked by Wall St. Rank hold WM as of Q4 2021.

Clear Perspective Advisors held 1,744 shares of Waste Management worth $291K as of Q4 2021.
Clear Perspective Advisors sold 256 Waste Management shares in Q4 2021, an estimated $41.2K.
Waste Management made up 0.09% of Clear Perspective Advisors's portfolio in Q4 2021, its #143 holding.
Clear Perspective Advisors first reported a position in Waste Management in Q4 2016 and has held it in 13 quarters since.
Clear Perspective Advisors's Waste Management position peaked at $480K in Q3 2019.
1,696 funds tracked by Wall St. Rank held Waste Management as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.