EWP
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Engrave Wealth Partners’s Waste Management WM Stock Holding History

Engrave Wealth Partners’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
-70
Closed -$7K – 423
2020
Q2 		$7K Hold
70
– – 0.01% 291
2020
Q1 		$6K Hold
70
– – 0.01% 269
2019
Q4 		$7K Buy
+70
New +$7.91K 0.01% 339

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State Street
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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

Engrave Wealth Partners's WM Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Waste Management (WM) in Q3 2020, closing a stake of 70 shares — an estimated $7K sold.

Engrave Wealth Partners first reported a position in WM in Q4 2019 and held it in 3 quarters. The position peaked at $7K in Q2 2020. 1,361 funds tracked by Wall St. Rank hold WM as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Waste Management position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 70 Waste Management shares in Q3 2020, an estimated $7K.
  • Engrave Wealth Partners first reported a position in Waste Management in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's Waste Management position peaked at $7K in Q2 2020.
  • 1,361 funds tracked by Wall St. Rank held Waste Management as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.