Regal Wealth Group’s Waste Management WM Stock Holding History

Regal Wealth 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
2021 Q2	–	Sell	-52	Closed	-$7K	–	242
2021 Q1	$7K	Buy	52 +1	+2%	+$117	﹤0.01%	196
2020 Q4	$6K	Hold	51	–	–	﹤0.01%	177
2020 Q3	$6K	Buy	51 +1	+2%	+$111	﹤0.01%	165
2020 Q2	$5K	Sell	50 -1	-2%	-$101	﹤0.01%	169
2020 Q1	$5K	Buy	51 +1	+2%	+$115	﹤0.01%	149
2019 Q4	$6K	Hold	50	–	–	﹤0.01%	169
2019 Q3	$6K	Hold	50	–	–	﹤0.01%	147
2019 Q2	$6K	Hold	50	–	–	﹤0.01%	139
2019 Q1	$5K	Hold	50	–	–	﹤0.01%	137
2018 Q4	$4K	Hold	50	–	–	﹤0.01%	137
2018 Q3	$5K	Hold	50	–	–	﹤0.01%	139
2018 Q2	$4K	Hold	50	–	–	﹤0.01%	147
2018 Q1	$4K	Hold	50	–	–	﹤0.01%	151
2017 Q4	$4K	Hold	50	–	–	﹤0.01%	148
2017 Q3	$4K	Hold	50	–	–	﹤0.01%	133
2017 Q2	$4K	Hold	50	–	–	﹤0.01%	139
2017 Q1	$4K	Hold	50	–	–	﹤0.01%	138
2016 Q4	$4K	Hold	50	–	–	﹤0.01%	146
2016 Q3	$3K	Hold	50	–	–	﹤0.01%	174
2016 Q2	$3K	Hold	50	–	–	﹤0.01%	180
2016 Q1	$3K	Hold	50	–	–	﹤0.01%	159
2015 Q4	$3K	Buy	+50	New	+$2.66K	﹤0.01%	154

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Regal Wealth Group's WM Position: Q2 2021 in Review

Regal Wealth Group sold out of Waste Management (WM) in Q2 2021, closing a stake of 52 shares — an estimated $7K sold.

Regal Wealth Group first reported a position in WM in Q4 2015 and held it in 22 quarters. The position peaked at $7K in Q1 2021. 1,521 funds tracked by Wall St. Rank hold WM as of Q2 2021.

Regal Wealth Group reported no remaining Waste Management position as of Q2 2021 after selling out during the quarter.
Regal Wealth Group sold 52 Waste Management shares in Q2 2021, an estimated $7K.
Regal Wealth Group first reported a position in Waste Management in Q4 2015 and held it in 22 quarters.
Regal Wealth Group's Waste Management position peaked at $7K in Q1 2021.
1,521 funds tracked by Wall St. Rank held Waste Management as of Q2 2021.

Based on Regal Wealth Group's 13F filing for Q2 2021, filed 2 Aug 2021.