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Garrett Wealth Advisory Group’s Waste Management WM Stock Holding History

Garrett Wealth Advisory Group’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
2019
Q4 		– Sell
-76
Closed -$8.74K – 638
2019
Q3 		$8.74K Buy
+76
New +$8.88K 0.01% 294

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Garrett Wealth Advisory Group's WM Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Waste Management (WM) in Q4 2019, closing a stake of 76 shares — an estimated $8.74K sold.

Garrett Wealth Advisory Group first reported a position in WM in Q3 2019 and held it in 1 quarter. The position peaked at $8.74K in Q3 2019. 1,360 funds tracked by Wall St. Rank hold WM as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining Waste Management position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 76 Waste Management shares in Q4 2019, an estimated $8.74K.
  • Garrett Wealth Advisory Group first reported a position in Waste Management in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's Waste Management position peaked at $8.74K in Q3 2019.
  • 1,360 funds tracked by Wall St. Rank held Waste Management as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.