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LBMC Investment Advisors’s Waste Management WM Stock Holding History

LBMC Investment 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
Q1 		– Sell
-2,200
Closed -$259K – 140
2020
Q4 		$259K Hold
2,200
– – 0.03% 107
2020
Q3 		$249K Hold
2,200
– – 0.03% 100
2020
Q2 		$233K Hold
2,200
– – 0.04% 89
2020
Q1 		$204K Hold
2,200
– – 0.04% 85
2019
Q4 		$251K Hold
2,200
– – 0.04% 84
2019
Q3 		$253K Hold
2,200
– – 0.04% 81
2019
Q2 		$254K Hold
2,200
– – 0.04% 84
2019
Q1 		$229K Sell
2,200
-350
-14% -$34.2K 0.04% 88
2018
Q4 		$227K Buy
+2,550
New +$229K 0.04% 84

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 $37.4B AUM 35.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

LBMC Investment Advisors's WM Position: Q1 2021 in Review

LBMC Investment Advisors sold out of Waste Management (WM) in Q1 2021, closing a stake of 2,200 shares — an estimated $259K sold.

LBMC Investment Advisors first reported a position in WM in Q4 2018 and held it in 9 quarters. The position peaked at $259K in Q4 2020. 1,490 funds tracked by Wall St. Rank hold WM as of Q1 2021.

  • LBMC Investment Advisors reported no remaining Waste Management position as of Q1 2021 after selling out during the quarter.
  • LBMC Investment Advisors sold 2,200 Waste Management shares in Q1 2021, an estimated $259K.
  • LBMC Investment Advisors first reported a position in Waste Management in Q4 2018 and held it in 9 quarters.
  • LBMC Investment Advisors's Waste Management position peaked at $259K in Q4 2020.
  • 1,490 funds tracked by Wall St. Rank held Waste Management as of Q1 2021.

Based on LBMC Investment Advisors's 13F filing for Q1 2021, filed 20 Apr 2021.