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Evolution Wealth Advisors’s Waste Management WM Stock Holding History

Evolution Wealth Advisors’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
Q4 		– Sell
-53
Closed -$8K – 631
2021
Q3 		$8K Hold
53
– – ﹤0.01% 439
2021
Q2 		$7K Sell
53
-62
-54% -$8.57K ﹤0.01% 466
2021
Q1 		$15K Buy
115
+62
+117% +$7.25K ﹤0.01% 347
2020
Q4 		$6K Hold
53
– – ﹤0.01% 429
2020
Q3 		$6K Hold
53
– – ﹤0.01% 427
2020
Q2 		$6K Sell
53
-10
-16% -$1.01K ﹤0.01% 351
2020
Q1 		$6K Sell
63
-6
-9% -$688 ﹤0.01% 246
2019
Q4 		$8K Sell
69
-47
-41% -$5.31K ﹤0.01% 343
2019
Q3 		$13K Buy
116
+63
+119% +$7.36K 0.01% 145
2019
Q2 		$6K Buy
+53
New +$5.75K ﹤0.01% 251

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Evolution Wealth Advisors's WM Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Waste Management (WM) in Q4 2021, closing a stake of 53 shares — an estimated $8K sold.

Evolution Wealth Advisors first reported a position in WM in Q2 2019 and held it in 10 quarters. The position peaked at $15K in Q1 2021. 1,695 funds tracked by Wall St. Rank hold WM as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Waste Management position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 53 Waste Management shares in Q4 2021, an estimated $8K.
  • Evolution Wealth Advisors first reported a position in Waste Management in Q2 2019 and held it in 10 quarters.
  • Evolution Wealth Advisors's Waste Management position peaked at $15K in Q1 2021.
  • 1,695 funds tracked by Wall St. Rank held Waste Management as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.