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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
2018
Q2 		– Sell
-1,000
Closed -$84K – 1523
2018
Q1 		$84K Buy
+1,000
New +$85.8K 0.02% 494

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.