Parisi Gray Wealth Management’s Waste Management WM Stock Holding History

Parisi Gray 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	-180	Closed	-$25K	–	560
2021 Q2	$25K	Buy	+180	New	+$24.9K	0.01%	358
2019 Q2	–	Sell	-77	Closed	-$8K	–	460
2019 Q1	$8K	Hold	77	–	–	0.01%	406
2018 Q4	$7K	Hold	77	–	–	﹤0.01%	432
2018 Q3	$7K	Hold	77	–	–	﹤0.01%	450
2018 Q2	$6K	Hold	77	–	–	﹤0.01%	480
2018 Q1	$7K	Hold	77	–	–	0.01%	473
2017 Q4	$7K	Buy	+77	New	+$6.27K	0.01%	504

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Parisi Gray Wealth Management's WM Position: Q3 2021 in Review

Parisi Gray Wealth Management sold out of Waste Management (WM) in Q3 2021, closing a stake of 180 shares — an estimated $25K sold.

Parisi Gray Wealth Management first reported a position in WM in Q4 2017 and held it in 7 quarters. The position peaked at $25K in Q2 2021. 1,544 funds tracked by Wall St. Rank hold WM as of Q3 2021.

Parisi Gray Wealth Management reported no remaining Waste Management position as of Q3 2021 after selling out during the quarter.
Parisi Gray Wealth Management sold 180 Waste Management shares in Q3 2021, an estimated $25K.
Parisi Gray Wealth Management first reported a position in Waste Management in Q4 2017 and held it in 7 quarters.
Parisi Gray Wealth Management's Waste Management position peaked at $25K in Q2 2021.
1,544 funds tracked by Wall St. Rank held Waste Management as of Q3 2021.

Based on Parisi Gray Wealth Management's 13F filing for Q3 2021, filed 16 Nov 2021.