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Outlook Wealth Advisors’s Waste Management WM Stock Holding History

Outlook Wealth 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
2020
Q3 		– Sell
-3,649
Closed -$386K – 175
2020
Q2 		$386K Buy
3,649
+218
+6% +$22K 0.16% 126
2020
Q1 		$318K Buy
3,431
+141
+4% +$16.2K 0.18% 117
2019
Q4 		$375K Sell
3,290
-543
-14% -$61.3K 0.21% 103
2019
Q3 		$441K Buy
3,833
+6
+0.2% +$701 0.26% 86
2019
Q2 		$442K Buy
3,827
+306
+9% +$33.2K 0.29% 86
2019
Q1 		$366K Buy
3,521
+2,863
+435% +$279K 0.3% 85
2018
Q4 		$585K Buy
+658
New +$59.1K 0.27% 93

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

Outlook Wealth Advisors's WM Position: Q3 2020 in Review

Outlook Wealth Advisors sold out of Waste Management (WM) in Q3 2020, closing a stake of 3,649 shares — an estimated $386K sold.

Outlook Wealth Advisors first reported a position in WM in Q4 2018 and held it in 7 quarters. The position peaked at $585K in Q4 2018. 1,361 funds tracked by Wall St. Rank hold WM as of Q3 2020.

  • Outlook Wealth Advisors reported no remaining Waste Management position as of Q3 2020 after selling out during the quarter.
  • Outlook Wealth Advisors sold 3,649 Waste Management shares in Q3 2020, an estimated $386K.
  • Outlook Wealth Advisors first reported a position in Waste Management in Q4 2018 and held it in 7 quarters.
  • Outlook Wealth Advisors's Waste Management position peaked at $585K in Q4 2018.
  • 1,361 funds tracked by Wall St. Rank held Waste Management as of Q3 2020.

Based on Outlook Wealth Advisors's 13F filing for Q3 2020, filed 10 Nov 2020.