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Planning Solutions Group’s Waste Management WM Stock Holding History

Planning Solutions Group’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
2019
Q2 		$287K Hold
2,491
– – 0.15% 106
2019
Q1 		$259K Hold
2,491
– – 0.14% 110
2018
Q4 		$222K Buy
+2,491
New +$224K 0.14% 112

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Planning Solutions Group's WM Position: Q2 2019 in Review

Planning Solutions Group held its Waste Management (WM) position steady in Q2 2019 at 2,491 shares worth $287K. The position accounts for 0.15% of the portfolio, ranked #106.

Planning Solutions Group first reported a position in WM in Q4 2018 and has held it in 3 quarters since. 1,282 funds tracked by Wall St. Rank hold WM as of Q2 2019.

  • Planning Solutions Group held 2,491 shares of Waste Management worth $287K as of Q2 2019.
  • Planning Solutions Group left its Waste Management share count unchanged in Q2 2019.
  • Waste Management made up 0.15% of Planning Solutions Group's portfolio in Q2 2019, its #106 holding.
  • Planning Solutions Group first reported a position in Waste Management in Q4 2018 and has held it in 3 quarters since.
  • 1,282 funds tracked by Wall St. Rank held Waste Management as of Q2 2019.

Based on Planning Solutions Group's 13F filing for Q2 2019, filed 15 Aug 2019.