FA
WM icon

Fortis Advisors’s Waste Management WM Stock Holding History

Fortis 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
2020
Q2 		– Sell
-302
Closed -$28K – 327
2020
Q1 		$28K Buy
302
+175
+138% +$20.1K 0.02% 214
2019
Q4 		$14K Sell
127
-1,914
-94% -$216K 0.01% 256
2019
Q3 		$235K Buy
2,041
+127
+7% +$14.8K 0.11% 99
2019
Q2 		$221K Buy
+1,914
New +$208K 0.11% 101

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fortis Advisors's WM Position: Q2 2020 in Review

Fortis Advisors sold out of Waste Management (WM) in Q2 2020, closing a stake of 302 shares — an estimated $28K sold.

Fortis Advisors first reported a position in WM in Q2 2019 and held it in 4 quarters. The position peaked at $235K in Q3 2019. 1,355 funds tracked by Wall St. Rank hold WM as of Q2 2020.

  • Fortis Advisors reported no remaining Waste Management position as of Q2 2020 after selling out during the quarter.
  • Fortis Advisors sold 302 Waste Management shares in Q2 2020, an estimated $28K.
  • Fortis Advisors first reported a position in Waste Management in Q2 2019 and held it in 4 quarters.
  • Fortis Advisors's Waste Management position peaked at $235K in Q3 2019.
  • 1,355 funds tracked by Wall St. Rank held Waste Management as of Q2 2020.

Based on Fortis Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.