Planned Solutions’s Waste Management WM Stock Holding History

Planned Solutions’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 Q1	–	Sell	-25	Closed	-$3K	–	414
2020 Q4	$3K	Buy	+25	New	+$2.92K	﹤0.01%	425

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

Lazard Asset Management New York $60.8B AUM 22.47% 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

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

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

Planned Solutions's WM Position: Q1 2021 in Review

Planned Solutions sold out of Waste Management (WM) in Q1 2021, closing a stake of 25 shares — an estimated $3K sold.

Planned Solutions first reported a position in WM in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 1,489 funds tracked by Wall St. Rank hold WM as of Q1 2021.

Planned Solutions reported no remaining Waste Management position as of Q1 2021 after selling out during the quarter.
Planned Solutions sold 25 Waste Management shares in Q1 2021, an estimated $3K.
Planned Solutions first reported a position in Waste Management in Q4 2020 and held it in 1 quarter.
Planned Solutions's Waste Management position peaked at $3K in Q4 2020.
1,489 funds tracked by Wall St. Rank held Waste Management as of Q1 2021.

Based on Planned Solutions's 13F filing for Q1 2021, filed 29 Apr 2021.