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Perennial Advisors’s Waste Management WM Stock Holding History

Perennial 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
Q3 		– Sell
-26
Closed -$4K – 278
2021
Q2 		$4K Hold
26
– – ﹤0.01% 275
2021
Q1 		$3K Hold
26
– – ﹤0.01% 278
2020
Q4 		$3K Buy
+26
New +$3.03K ﹤0.01% 240
2020
Q3 		– Sell
-26
Closed -$3K – 207
2020
Q2 		$3K Buy
+26
New +$2.63K ﹤0.01% 212
2019
Q1 		– Sell
-26
Closed -$2K – 187
2018
Q4 		$2K Hold
26
– – ﹤0.01% 210
2018
Q3 		$2K Hold
26
– – ﹤0.01% 204
2018
Q2 		$2K Buy
26
+14
+117% +$1.16K ﹤0.01% 207
2018
Q1 		$1K Buy
+12
New +$1.03K ﹤0.01% 204

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

Perennial Advisors's WM Position: Q3 2021 in Review

Perennial Advisors sold out of Waste Management (WM) in Q3 2021, closing a stake of 26 shares — an estimated $4K sold.

Perennial Advisors first reported a position in WM in Q1 2018 and held it in 8 quarters. The position peaked at $4K in Q2 2021. 1,544 funds tracked by Wall St. Rank hold WM as of Q3 2021.

  • Perennial Advisors reported no remaining Waste Management position as of Q3 2021 after selling out during the quarter.
  • Perennial Advisors sold 26 Waste Management shares in Q3 2021, an estimated $4K.
  • Perennial Advisors first reported a position in Waste Management in Q1 2018 and held it in 8 quarters.
  • Perennial Advisors's Waste Management position peaked at $4K in Q2 2021.
  • 1,544 funds tracked by Wall St. Rank held Waste Management as of Q3 2021.

Based on Perennial Advisors's 13F filing for Q3 2021, filed 8 Nov 2021.