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Kore Private Wealth’s Waste Management WM Stock Holding History

Kore Private Wealth’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
Q3 		– Sell
-394
Closed -$41K – 1091
2020
Q2 		$41K Sell
394
-30
-7% -$3.03K 0.01% 503
2020
Q1 		$39K Hold
424
– – 0.01% 467
2019
Q4 		$48K Buy
+424
New +$47.9K 0.01% 490
2019
Q2 		– Sell
-394
Closed -$41K – 796
2019
Q1 		$41K Sell
394
-248
-39% -$24.2K 0.01% 416
2018
Q4 		$57K Buy
+642
New +$57.6K 0.02% 351

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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kore Private Wealth's WM Position: Q3 2020 in Review

Kore Private Wealth sold out of Waste Management (WM) in Q3 2020, closing a stake of 394 shares — an estimated $41K sold.

Kore Private Wealth first reported a position in WM in Q4 2018 and held it in 5 quarters. The position peaked at $57K in Q4 2018. 1,361 funds tracked by Wall St. Rank hold WM as of Q3 2020.

  • Kore Private Wealth reported no remaining Waste Management position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 394 Waste Management shares in Q3 2020, an estimated $41K.
  • Kore Private Wealth first reported a position in Waste Management in Q4 2018 and held it in 5 quarters.
  • Kore Private Wealth's Waste Management position peaked at $57K in Q4 2018.
  • 1,361 funds tracked by Wall St. Rank held Waste Management as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.