Mountain Capital Investment Advisors’s Waste Management WM Stock Holding History

Mountain Capital 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 Q4	–	Sell	-8,363	Closed	-$1.29M	–	130
2021 Q3	$1.29M	Buy	8,363 +462	+6%	+$69.1K	0.68%	44
2021 Q2	$1.12M	Sell	7,901 -758	-9%	-$105K	0.52%	58
2021 Q1	$1.16M	Buy	8,659 +872	+11%	+$102K	0.58%	60
2020 Q4	$911K	Sell	7,787 -1,809	-19%	-$211K	0.55%	60
2020 Q3	$1.12M	Buy	+9,596	New	+$1.06M	0.72%	52
2017 Q4	–	Sell	-498	Closed	-$39K	–	432
2017 Q3	$39K	Hold	498	–	–	0.03%	135
2017 Q2	$37K	Buy	+498	New	+$36.3K	0.04%	154

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Mountain Capital Investment Advisors's WM Position: Q4 2021 in Review

Mountain Capital Investment Advisors sold out of Waste Management (WM) in Q4 2021, closing a stake of 8,363 shares — an estimated $1.29M sold.

Mountain Capital Investment Advisors first reported a position in WM in Q2 2017 and held it in 7 quarters. The position peaked at $1.29M in Q3 2021. 1,695 funds tracked by Wall St. Rank hold WM as of Q4 2021.

Mountain Capital Investment Advisors reported no remaining Waste Management position as of Q4 2021 after selling out during the quarter.
Mountain Capital Investment Advisors sold 8,363 Waste Management shares in Q4 2021, an estimated $1.29M.
Mountain Capital Investment Advisors first reported a position in Waste Management in Q2 2017 and held it in 7 quarters.
Mountain Capital Investment Advisors's Waste Management position peaked at $1.29M in Q3 2021.
1,695 funds tracked by Wall St. Rank held Waste Management as of Q4 2021.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2021, filed 12 Jan 2022.