PSIWM
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Paradigm Strategies in Wealth Management’s Waste Management WM Stock Holding History

Paradigm Strategies in 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
2021
Q3 		– Sell
-200
Closed -$28K – 235
2021
Q2 		$28K Hold
200
– – 0.03% 124
2021
Q1 		$26K Buy
+200
New +$23.4K 0.03% 130

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Paradigm Strategies in Wealth Management's WM Position: Q3 2021 in Review

Paradigm Strategies in Wealth Management sold out of Waste Management (WM) in Q3 2021, closing a stake of 200 shares — an estimated $28K sold.

Paradigm Strategies in Wealth Management first reported a position in WM in Q1 2021 and held it in 2 quarters. The position peaked at $28K in Q2 2021. 1,544 funds tracked by Wall St. Rank hold WM as of Q3 2021.

  • Paradigm Strategies in Wealth Management reported no remaining Waste Management position as of Q3 2021 after selling out during the quarter.
  • Paradigm Strategies in Wealth Management sold 200 Waste Management shares in Q3 2021, an estimated $28K.
  • Paradigm Strategies in Wealth Management first reported a position in Waste Management in Q1 2021 and held it in 2 quarters.
  • Paradigm Strategies in Wealth Management's Waste Management position peaked at $28K in Q2 2021.
  • 1,544 funds tracked by Wall St. Rank held Waste Management as of Q3 2021.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q3 2021, filed 15 Oct 2021.