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Safeguard Investment Advisory Group’s Waste Management WM Stock Holding History

Safeguard Investment 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
2021
Q1 		– Sell
-35
Closed -$4K – 727
2020
Q4 		$4K Buy
+35
New +$4.08K ﹤0.01% 572

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Safeguard Investment Advisory Group's WM Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Waste Management (WM) in Q1 2021, closing a stake of 35 shares — an estimated $4K sold.

Safeguard Investment Advisory Group first reported a position in WM in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 1,489 funds tracked by Wall St. Rank hold WM as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Waste Management position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 35 Waste Management shares in Q1 2021, an estimated $4K.
  • Safeguard Investment Advisory Group first reported a position in Waste Management in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Waste Management position peaked at $4K in Q4 2020.
  • 1,489 funds tracked by Wall St. Rank held Waste Management as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.