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JOYN Advisors’s Waste Management WM Stock Holding History

JOYN 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
2019
Q1 		– Sell
-697
Closed -$62K – 1418
2018
Q4 		$62K Buy
697
+161
+30% +$14.5K 0.01% 282
2018
Q3 		$48K Sell
536
-2
-0.4% -$177 0.01% 404
2018
Q2 		$44K Buy
538
+216
+67% +$17.9K 0.01% 439
2018
Q1 		$27K Buy
+322
New +$27.6K 0.01% 612

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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JOYN Advisors's WM Position: Q1 2019 in Review

JOYN Advisors sold out of Waste Management (WM) in Q1 2019, closing a stake of 697 shares — an estimated $62K sold.

JOYN Advisors first reported a position in WM in Q1 2018 and held it in 4 quarters. The position peaked at $62K in Q4 2018. 1,255 funds tracked by Wall St. Rank hold WM as of Q1 2019.

  • JOYN Advisors reported no remaining Waste Management position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 697 Waste Management shares in Q1 2019, an estimated $62K.
  • JOYN Advisors first reported a position in Waste Management in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Waste Management position peaked at $62K in Q4 2018.
  • 1,255 funds tracked by Wall St. Rank held Waste Management as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.