Polaris Wealth Advisory Group’s Waste Management WM Stock Holding History

Polaris Wealth Advisory 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 Q4	–	Sell	-189,226	Closed	-$21.7M	–	188
2019 Q3	$21.7M	Buy	+189,226	New	+$22.1M	1.77%	29
2018 Q4	–	Sell	-585	Closed	-$53K	–	468
2018 Q3	$53K	Buy	+585	New	+$51.9K	﹤0.01%	244
2018 Q2	–	Sell	-200	Closed	-$17K	–	434
2018 Q1	$17K	Buy	+200	New	+$17.2K	﹤0.01%	312
2014 Q1	–	Sell	-180	Closed	-$8K	–	202
2013 Q4	$8K	Buy	+180	New	+$7.86K	﹤0.01%	157

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Polaris Wealth Advisory Group's WM Position: Q4 2019 in Review

Polaris Wealth Advisory Group sold out of Waste Management (WM) in Q4 2019, closing a stake of 189,226 shares — an estimated $21.7M sold.

Polaris Wealth Advisory Group first reported a position in WM in Q4 2013 and held it in 4 quarters. The position peaked at $21.7M in Q3 2019. 1,360 funds tracked by Wall St. Rank hold WM as of Q4 2019.

Polaris Wealth Advisory Group reported no remaining Waste Management position as of Q4 2019 after selling out during the quarter.
Polaris Wealth Advisory Group sold 189,226 Waste Management shares in Q4 2019, an estimated $21.7M.
Polaris Wealth Advisory Group first reported a position in Waste Management in Q4 2013 and held it in 4 quarters.
Polaris Wealth Advisory Group's Waste Management position peaked at $21.7M in Q3 2019.
1,360 funds tracked by Wall St. Rank held Waste Management as of Q4 2019.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2019, filed 29 Jan 2020.