EWM
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Elite Wealth Management’s Waste Management WM Stock Holding History

Elite 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
2020
Q3 		– Sell
-9,049
Closed -$958K – 50
2020
Q2 		$958K Buy
9,049
+115
+1% +$11.6K 0.28% 25
2020
Q1 		$827K Buy
+8,934
New +$1.02M 0.65% 23

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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Elite Wealth Management's WM Position: Q3 2020 in Review

Elite Wealth Management sold out of Waste Management (WM) in Q3 2020, closing a stake of 9,049 shares — an estimated $958K sold.

Elite Wealth Management first reported a position in WM in Q1 2020 and held it in 2 quarters. The position peaked at $958K in Q2 2020. 1,361 funds tracked by Wall St. Rank hold WM as of Q3 2020.

  • Elite Wealth Management reported no remaining Waste Management position as of Q3 2020 after selling out during the quarter.
  • Elite Wealth Management sold 9,049 Waste Management shares in Q3 2020, an estimated $958K.
  • Elite Wealth Management first reported a position in Waste Management in Q1 2020 and held it in 2 quarters.
  • Elite Wealth Management's Waste Management position peaked at $958K in Q2 2020.
  • 1,361 funds tracked by Wall St. Rank held Waste Management as of Q3 2020.

Based on Elite Wealth Management's 13F filing for Q3 2020, filed 10 Nov 2020.