Elmwood Wealth Management’s Waste Management WM Stock Holding History

Elmwood 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
2022 Q1	–	Sell	-30	Closed	-$5K	–	338
2021 Q4	$5K	Buy	+30	New	+$4.82K	﹤0.01%	319
2021 Q2	$4K	Hold	30	–	–	﹤0.01%	290
2021 Q1	$4K	Buy	+30	New	+$3.51K	﹤0.01%	278
2020 Q3	$3K	Hold	30	–	–	﹤0.01%	228
2020 Q2	$3K	Buy	30 +10	+50%	+$1.01K	﹤0.01%	228
2020 Q1	$1.68K	Buy	+20	New	+$2.29K	﹤0.01%	265
2019 Q4	–	Sell	-30	Closed	-$3K	–	249
2019 Q3	$3K	Hold	30	–	–	﹤0.01%	239
2019 Q2	$3K	Hold	30	–	–	﹤0.01%	258
2019 Q1	$3K	Hold	30	–	–	﹤0.01%	256
2018 Q4	$3K	Hold	30	–	–	﹤0.01%	268
2018 Q3	$2.71K	Buy	30 +10	+50%	+$887	﹤0.01%	252
2018 Q2	$1.63K	Hold	20	–	–	﹤0.01%	261
2018 Q1	$1.68K	Buy	+20	New	+$1.72K	﹤0.01%	265

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

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Elmwood Wealth Management's WM Position: Q1 2022 in Review

Elmwood Wealth Management sold out of Waste Management (WM) in Q1 2022, closing a stake of 30 shares — an estimated $5K sold.

Elmwood Wealth Management first reported a position in WM in Q1 2018 and held it in 13 quarters. The position peaked at $5K in Q4 2021. 1,660 funds tracked by Wall St. Rank hold WM as of Q1 2022.

Elmwood Wealth Management reported no remaining Waste Management position as of Q1 2022 after selling out during the quarter.
Elmwood Wealth Management sold 30 Waste Management shares in Q1 2022, an estimated $5K.
Elmwood Wealth Management first reported a position in Waste Management in Q1 2018 and held it in 13 quarters.
Elmwood Wealth Management's Waste Management position peaked at $5K in Q4 2021.
1,660 funds tracked by Wall St. Rank held Waste Management as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.