HGWM
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Harvest Group Wealth Management’s Waste Management WM Stock Holding History

Harvest Group 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
2020
Q2 		– Sell
-15
Closed -$1K – 874
2020
Q1 		$1K Hold
15
– – ﹤0.01% 451
2019
Q4 		$1K Hold
15
– – ﹤0.01% 898
2019
Q3 		$2K Buy
+15
New +$1.75K ﹤0.01% 782

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

Harvest Group Wealth Management's WM Position: Q2 2020 in Review

Harvest Group Wealth Management sold out of Waste Management (WM) in Q2 2020, closing a stake of 15 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in WM in Q3 2019 and held it in 3 quarters. The position peaked at $2K in Q3 2019. 1,355 funds tracked by Wall St. Rank hold WM as of Q2 2020.

  • Harvest Group Wealth Management reported no remaining Waste Management position as of Q2 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 15 Waste Management shares in Q2 2020, an estimated $1K.
  • Harvest Group Wealth Management first reported a position in Waste Management in Q3 2019 and held it in 3 quarters.
  • Harvest Group Wealth Management's Waste Management position peaked at $2K in Q3 2019.
  • 1,355 funds tracked by Wall St. Rank held Waste Management as of Q2 2020.

Based on Harvest Group Wealth Management's 13F filing for Q2 2020, filed 31 Jul 2020.