KCS Wealth Advisory’s Waste Management WM Stock Holding History

KCS Wealth Advisory’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	-75	Closed	-$8.63K	–	408
2019 Q3	$8.63K	Buy	+75	New	+$8.76K	0.01%	361

Other funds holding WM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

KCS Wealth Advisory's WM Position: Q4 2019 in Review

KCS Wealth Advisory sold out of Waste Management (WM) in Q4 2019, closing a stake of 75 shares — an estimated $8.63K sold.

KCS Wealth Advisory first reported a position in WM in Q3 2019 and held it in 1 quarter. The position peaked at $8.63K in Q3 2019. 1,360 funds tracked by Wall St. Rank hold WM as of Q4 2019.

KCS Wealth Advisory reported no remaining Waste Management position as of Q4 2019 after selling out during the quarter.
KCS Wealth Advisory sold 75 Waste Management shares in Q4 2019, an estimated $8.63K.
KCS Wealth Advisory first reported a position in Waste Management in Q3 2019 and held it in 1 quarter.
KCS Wealth Advisory's Waste Management position peaked at $8.63K in Q3 2019.
1,360 funds tracked by Wall St. Rank held Waste Management as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.