HWM
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Howard Wealth Management’s Waste Management WM Stock Holding History

Howard 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
Q1 		– Sell
-450
Closed -$51K – 503
2019
Q4 		$51K Buy
+450
New +$50.8K 0.04% 199

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Howard Wealth Management's WM Position: Q1 2020 in Review

Howard Wealth Management sold out of Waste Management (WM) in Q1 2020, closing a stake of 450 shares — an estimated $51K sold.

Howard Wealth Management first reported a position in WM in Q4 2019 and held it in 1 quarter. The position peaked at $51K in Q4 2019. 1,324 funds tracked by Wall St. Rank hold WM as of Q1 2020.

  • Howard Wealth Management reported no remaining Waste Management position as of Q1 2020 after selling out during the quarter.
  • Howard Wealth Management sold 450 Waste Management shares in Q1 2020, an estimated $51K.
  • Howard Wealth Management first reported a position in Waste Management in Q4 2019 and held it in 1 quarter.
  • Howard Wealth Management's Waste Management position peaked at $51K in Q4 2019.
  • 1,324 funds tracked by Wall St. Rank held Waste Management as of Q1 2020.

Based on Howard Wealth Management's 13F filing for Q1 2020, filed 4 May 2020.