LWM
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Lionsbridge Wealth Management’s Waste Management WM Stock Holding History

Lionsbridge 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
-12
Closed -$1K – 321
2019
Q4 		$1K Buy
+12
New +$1.35K ﹤0.01% 246

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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

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

Lionsbridge Wealth Management sold out of Waste Management (WM) in Q1 2020, closing a stake of 12 shares — an estimated $1K sold.

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

  • Lionsbridge Wealth Management reported no remaining Waste Management position as of Q1 2020 after selling out during the quarter.
  • Lionsbridge Wealth Management sold 12 Waste Management shares in Q1 2020, an estimated $1K.
  • Lionsbridge Wealth Management first reported a position in Waste Management in Q4 2019 and held it in 1 quarter.
  • Lionsbridge Wealth Management's Waste Management position peaked at $1K in Q4 2019.
  • 1,324 funds tracked by Wall St. Rank held Waste Management as of Q1 2020.

Based on Lionsbridge Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.