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Financial Architects (New Jersey)’s Waste Management WM Stock Holding History

Financial Architects (New Jersey)’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
-414
Closed -$44K – 774
2020
Q2 		$44K Buy
414
+142
+52% +$14.3K 0.01% 443
2020
Q1 		$25K Hold
272
– – 0.01% 472
2019
Q4 		$31K Sell
272
-1,250
-82% -$141K 0.01% 494
2019
Q3 		$175K Hold
1,522
– – 0.04% 245
2019
Q2 		$176K Sell
1,522
-62
-4% -$6.73K 0.03% 274
2019
Q1 		$164K Sell
1,584
-10
-0.6% -$976 0.03% 346
2018
Q4 		$141K Hold
1,594
– – 0.03% 329
2018
Q3 		$145K Hold
1,594
– – 0.02% 373
2018
Q2 		$130K Buy
1,594
+22
+1% +$1.82K 0.02% 358
2018
Q1 		$132K Sell
1,572
-573
-27% -$49.2K 0.03% 392
2017
Q4 		$185K Sell
2,145
-1,722
-45% -$140K 0.03% 342
2017
Q3 		$303K Sell
3,867
-103
-3% -$7.83K 0.05% 237
2017
Q2 		$292K Buy
3,970
+65
+2% +$4.73K 0.05% 232
2017
Q1 		$285K Sell
3,905
-516
-12% -$36.8K 0.05% 220
2016
Q4 		$314K Buy
4,421
+1,932
+78% +$129K 0.07% 185
2016
Q3 		$159K Buy
2,489
+486
+24% +$31.8K 0.04% 306
2016
Q2 		$132K Buy
2,003
+16
+0.8% +$967 0.04% 320
2016
Q1 		$117K Buy
+1,987
New +$110K 0.04% 252
2015
Q3 		– Sell
-2,105
Closed -$98K – 925
2015
Q2 		$98K Buy
2,105
+4
+0.2% +$201 0.04% 310
2015
Q1 		$114K Buy
2,101
+1,528
+267% +$81.3K 0.04% 264
2014
Q4 		$29K Buy
573
+2
+0.4% +$97 0.01% 446
2014
Q3 		$27K Sell
571
-101
-15% -$4.63K 0.01% 418
2014
Q2 		$30K Buy
+672
New +$29.2K 0.01% 411
2013
Q4 		– Sell
-331
Closed -$13K – 570
2013
Q3 		$13K Sell
331
-37
-10% -$1.54K 0.01% 450
2013
Q2 		$15K Buy
+368
New +$14.9K 0.01% 414

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
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

Financial Architects (New Jersey)'s WM Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of Waste Management (WM) in Q3 2020, closing a stake of 414 shares — an estimated $44K sold.

Financial Architects (New Jersey) first reported a position in WM in Q2 2013 and held it in 25 quarters. The position peaked at $314K in Q4 2016. 1,361 funds tracked by Wall St. Rank hold WM as of Q3 2020.

  • Financial Architects (New Jersey) reported no remaining Waste Management position as of Q3 2020 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 414 Waste Management shares in Q3 2020, an estimated $44K.
  • Financial Architects (New Jersey) first reported a position in Waste Management in Q2 2013 and held it in 25 quarters.
  • Financial Architects (New Jersey)'s Waste Management position peaked at $314K in Q4 2016.
  • 1,361 funds tracked by Wall St. Rank held Waste Management as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.