Professional Planning’s Waste Management WM Stock Holding History

Professional Planning’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	$835K	Sell	5,593 -53	-0.9%	-$7.93K	0.4%	53
2021 Q2	$791K	Sell	5,646 -469	-8%	-$64.8K	0.36%	55
2021 Q1	$788K	Sell	6,115 -8,553	-58%	-$1,000K	0.38%	52
2020 Q4	$1.73M	Sell	14,668 -28	-0.2%	-$3.27K	0.7%	31
2020 Q3	$1.66M	Sell	14,696 -2,702	-16%	-$299K	1.27%	20
2020 Q2	$1.84M	Sell	17,398 -10,371	-37%	-$1.05M	0.98%	19
2020 Q1	$2.55M	Sell	27,769 -1,436	-5%	-$165K	2.97%	10
2019 Q4	$3.33M	Sell	29,205 -2,309	-7%	-$261K	2.88%	11
2019 Q3	$3.62M	Buy	31,514 +6,775	+27%	+$791K	3.85%	10
2019 Q2	$2.85M	Buy	24,739 +9,403	+61%	+$1.02M	3.37%	12
2019 Q1	$1.59M	Buy	+15,336	New	+$1.5M	1.95%	17

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

Professional Planning's WM Position: Q3 2021 in Review

Professional Planning reduced its Waste Management (WM) stake by 0.94% in Q3 2021, selling an estimated $7.93K and leaving 5,593 shares worth $835K. The position accounts for 0.4% of the portfolio, ranked #53.

Professional Planning first reported a position in WM in Q1 2019 and has held it in 11 quarters since. The position peaked at $3.62M in Q3 2019. 1,544 funds tracked by Wall St. Rank hold WM as of Q3 2021.

Professional Planning held 5,593 shares of Waste Management worth $835K as of Q3 2021.
Professional Planning sold 53 Waste Management shares in Q3 2021, an estimated $7.93K.
Waste Management made up 0.4% of Professional Planning's portfolio in Q3 2021, its #53 holding.
Professional Planning first reported a position in Waste Management in Q1 2019 and has held it in 11 quarters since.
Professional Planning's Waste Management position peaked at $3.62M in Q3 2019.
1,544 funds tracked by Wall St. Rank held Waste Management as of Q3 2021.

Based on Professional Planning's 13F filing for Q3 2021, filed 15 Nov 2021.