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Lucia Wealth Services’s Waste Management WM Stock Holding History

Lucia Wealth Services’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
-200
Closed -$23K – 211
2019
Q4 		$23K Hold
200
– – 0.01% 168
2019
Q3 		$23K Hold
200
– – 0.01% 150
2019
Q2 		$23K Hold
200
– – 0.01% 155
2019
Q1 		$21K Hold
200
– – 0.01% 172
2018
Q4 		$18K Hold
200
– – 0.01% 154
2018
Q3 		$18K Buy
+200
New +$17.7K 0.01% 201

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
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

Lucia Wealth Services's WM Position: Q1 2020 in Review

Lucia Wealth Services sold out of Waste Management (WM) in Q1 2020, closing a stake of 200 shares — an estimated $23K sold.

Lucia Wealth Services first reported a position in WM in Q3 2018 and held it in 6 quarters. The position peaked at $23K in Q4 2019. 1,324 funds tracked by Wall St. Rank hold WM as of Q1 2020.

  • Lucia Wealth Services reported no remaining Waste Management position as of Q1 2020 after selling out during the quarter.
  • Lucia Wealth Services sold 200 Waste Management shares in Q1 2020, an estimated $23K.
  • Lucia Wealth Services first reported a position in Waste Management in Q3 2018 and held it in 6 quarters.
  • Lucia Wealth Services's Waste Management position peaked at $23K in Q4 2019.
  • 1,324 funds tracked by Wall St. Rank held Waste Management as of Q1 2020.

Based on Lucia Wealth Services's 13F filing for Q1 2020, filed 8 May 2020.