CSat Investment Advisory’s Waste Management WM Stock Holding History

CSat Investment 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
2021 Q1	$18K	Buy	137 +24	+21%	+$2.81K	0.02%	400
2020 Q4	$13K	Sell	113 -2,015	-95%	-$235K	0.01%	410
2020 Q3	$240K	Buy	2,128 +939	+79%	+$104K	0.02%	245
2020 Q2	$126K	Buy	1,189 +74	+7%	+$7.47K	0.02%	403
2020 Q1	$103K	Buy	1,115 +124	+13%	+$14.2K	0.02%	338
2019 Q4	$113K	Buy	991 +168	+20%	+$19K	0.03%	339
2019 Q3	$95K	Buy	823 +78	+10%	+$9.11K	0.03%	329
2019 Q2	$86K	Buy	745 +669	+880%	+$72.6K	0.03%	326
2019 Q1	$8K	Sell	76 -2	-3%	-$195	﹤0.01%	465
2018 Q4	$7K	Buy	78 +16	+26%	+$1.44K	﹤0.01%	463
2018 Q3	$6K	Hold	62	–	–	﹤0.01%	456
2018 Q2	$5K	Buy	+62	New	+$5.13K	﹤0.01%	466

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

CSat Investment Advisory's WM Position: Q1 2021 in Review

CSat Investment Advisory increased its Waste Management (WM) stake by 21% in Q1 2021, buying an estimated $2.81K and bringing the position to 137 shares worth $18K. The position accounts for 0.02% of the portfolio, ranked #400.

CSat Investment Advisory first reported a position in WM in Q2 2018 and has held it in 12 quarters since. The position peaked at $240K in Q3 2020. 1,490 funds tracked by Wall St. Rank hold WM as of Q1 2021.

CSat Investment Advisory held 137 shares of Waste Management worth $18K as of Q1 2021.
CSat Investment Advisory bought 24 Waste Management shares in Q1 2021, an estimated $2.81K.
Waste Management made up 0.02% of CSat Investment Advisory's portfolio in Q1 2021, its #400 holding.
CSat Investment Advisory first reported a position in Waste Management in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's Waste Management position peaked at $240K in Q3 2020.
1,490 funds tracked by Wall St. Rank held Waste Management as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.