PWM
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PRW Wealth Management’s Waste Management WM Stock Holding History

PRW Wealth Management’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 		– Sell
-411
Closed -$43K – 675
2019
Q1 		$43K Hold
411
– – 0.04% 157
2018
Q4 		$38K Buy
+411
New +$36.9K 0.05% 159

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

PRW Wealth Management's WM Position: Q2 2019 in Review

PRW Wealth Management sold out of Waste Management (WM) in Q2 2019, closing a stake of 411 shares — an estimated $43K sold.

PRW Wealth Management first reported a position in WM in Q4 2018 and held it in 2 quarters. The position peaked at $43K in Q1 2019. 1,282 funds tracked by Wall St. Rank hold WM as of Q2 2019.

  • PRW Wealth Management reported no remaining Waste Management position as of Q2 2019 after selling out during the quarter.
  • PRW Wealth Management sold 411 Waste Management shares in Q2 2019, an estimated $43K.
  • PRW Wealth Management first reported a position in Waste Management in Q4 2018 and held it in 2 quarters.
  • PRW Wealth Management's Waste Management position peaked at $43K in Q1 2019.
  • 1,282 funds tracked by Wall St. Rank held Waste Management as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.