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Hoover Financial Advisors’s Waste Management WM Stock Holding History

Hoover Financial 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
2021
Q2 		$65K Buy
466
+200
+75% +$27.6K 0.01% 250
2021
Q1 		$38K Hold
266
– – 0.01% 286
2020
Q4 		$30K Buy
+266
New +$31K 0.01% 286
2020
Q3 		– Sell
-165
Closed -$18K – 482
2020
Q2 		$18K Buy
+165
New +$16.7K 0.01% 293

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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Hoover Financial Advisors's WM Position: Q2 2021 in Review

Hoover Financial Advisors increased its Waste Management (WM) stake by 75% in Q2 2021, buying an estimated $27.6K and bringing the position to 466 shares worth $65K. The position accounts for 0.01% of the portfolio, ranked #250.

Hoover Financial Advisors first reported a position in WM in Q2 2020 and has held it in 4 quarters since. 1,521 funds tracked by Wall St. Rank hold WM as of Q2 2021.

  • Hoover Financial Advisors held 466 shares of Waste Management worth $65K as of Q2 2021.
  • Hoover Financial Advisors bought 200 Waste Management shares in Q2 2021, an estimated $27.6K.
  • Waste Management made up 0.01% of Hoover Financial Advisors's portfolio in Q2 2021, its #250 holding.
  • Hoover Financial Advisors first reported a position in Waste Management in Q2 2020 and has held it in 4 quarters since.
  • 1,521 funds tracked by Wall St. Rank held Waste Management as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.