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Fiduciary Planning’s Waste Management WM Stock Holding History

Fiduciary Planning’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
Q2 		– Sell
-200
Closed -$26K – 276
2021
Q1 		$26K Hold
200
– – 0.04% 100
2020
Q4 		$24K Hold
200
– – 0.03% 103
2020
Q3 		$23K Buy
+200
New +$22.1K 0.04% 86

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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Fiduciary Planning's WM Position: Q2 2021 in Review

Fiduciary Planning sold out of Waste Management (WM) in Q2 2021, closing a stake of 200 shares — an estimated $26K sold.

Fiduciary Planning first reported a position in WM in Q3 2020 and held it in 3 quarters. The position peaked at $26K in Q1 2021. 1,521 funds tracked by Wall St. Rank hold WM as of Q2 2021.

  • Fiduciary Planning reported no remaining Waste Management position as of Q2 2021 after selling out during the quarter.
  • Fiduciary Planning sold 200 Waste Management shares in Q2 2021, an estimated $26K.
  • Fiduciary Planning first reported a position in Waste Management in Q3 2020 and held it in 3 quarters.
  • Fiduciary Planning's Waste Management position peaked at $26K in Q1 2021.
  • 1,521 funds tracked by Wall St. Rank held Waste Management as of Q2 2021.

Based on Fiduciary Planning's 13F filing for Q2 2021, filed 6 Aug 2021.