Cordatus Wealth Management’s Waste Management WM Stock Holding History

Cordatus Wealth Management’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	-3,190	Closed	-$376K	–	156
2020 Q4	$376K	Buy	+3,190	New	+$372K	0.16%	121
2020 Q1	–	Sell	-29,727	Closed	-$3.39M	–	144
2019 Q4	$3.39M	Buy	29,727 +1,295	+5%	+$146K	1.69%	14
2019 Q3	$3.27M	Buy	+28,432	New	+$3.32M	1.71%	14
2019 Q2	–	Sell	-28,005	Closed	-$2.91M	–	140
2019 Q1	$2.91M	Buy	+28,005	New	+$2.73M	1.6%	14

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

Cordatus Wealth Management's WM Position: Q1 2021 in Review

Cordatus Wealth Management sold out of Waste Management (WM) in Q1 2021, closing a stake of 3,190 shares — an estimated $376K sold.

Cordatus Wealth Management first reported a position in WM in Q1 2019 and held it in 4 quarters. The position peaked at $3.39M in Q4 2019. 1,489 funds tracked by Wall St. Rank hold WM as of Q1 2021.

Cordatus Wealth Management reported no remaining Waste Management position as of Q1 2021 after selling out during the quarter.
Cordatus Wealth Management sold 3,190 Waste Management shares in Q1 2021, an estimated $376K.
Cordatus Wealth Management first reported a position in Waste Management in Q1 2019 and held it in 4 quarters.
Cordatus Wealth Management's Waste Management position peaked at $3.39M in Q4 2019.
1,489 funds tracked by Wall St. Rank held Waste Management as of Q1 2021.

Based on Cordatus Wealth Management's 13F filing for Q1 2021, filed 26 Apr 2021.