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Filbrandt Wealth Management’s Waste Management WM Stock Holding History

Filbrandt 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
2021
Q3 		$4K Hold
24
– – ﹤0.01% 156
2021
Q2 		$3K Hold
24
– – ﹤0.01% 159
2021
Q1 		$3K Buy
+24
New +$2.81K ﹤0.01% 154

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Filbrandt Wealth Management's WM Position: Q3 2021 in Review

Filbrandt Wealth Management held its Waste Management (WM) position steady in Q3 2021 at 24 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #156.

Filbrandt Wealth Management first reported a position in WM in Q1 2021 and has held it in 3 quarters since. 1,544 funds tracked by Wall St. Rank hold WM as of Q3 2021.

  • Filbrandt Wealth Management held 24 shares of Waste Management worth $4K as of Q3 2021.
  • Filbrandt Wealth Management left its Waste Management share count unchanged in Q3 2021.
  • Waste Management made up ﹤0.01% of Filbrandt Wealth Management's portfolio in Q3 2021, its #156 holding.
  • Filbrandt Wealth Management first reported a position in Waste Management in Q1 2021 and has held it in 3 quarters since.
  • 1,544 funds tracked by Wall St. Rank held Waste Management as of Q3 2021.

Based on Filbrandt Wealth Management's 13F filing for Q3 2021, filed 6 Oct 2021.