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Sound View Wealth Advisors’s Waste Management WM Stock Holding History

Sound View Wealth Advisors’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
Q1 		$545K Sell
5,249
-219
-4% -$21.4K 0.17% 133
2018
Q4 		$487K Buy
+5,468
New +$491K 0.18% 128

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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Sound View Wealth Advisors's WM Position: Q1 2019 in Review

Sound View Wealth Advisors reduced its Waste Management (WM) stake by 4% in Q1 2019, selling an estimated $21.4K and leaving 5,249 shares worth $545K. The position accounts for 0.17% of the portfolio, ranked #133.

Sound View Wealth Advisors first reported a position in WM in Q4 2018 and has held it in 2 quarters since. 1,255 funds tracked by Wall St. Rank hold WM as of Q1 2019.

  • Sound View Wealth Advisors held 5,249 shares of Waste Management worth $545K as of Q1 2019.
  • Sound View Wealth Advisors sold 219 Waste Management shares in Q1 2019, an estimated $21.4K.
  • Waste Management made up 0.17% of Sound View Wealth Advisors's portfolio in Q1 2019, its #133 holding.
  • Sound View Wealth Advisors first reported a position in Waste Management in Q4 2018 and has held it in 2 quarters since.
  • 1,255 funds tracked by Wall St. Rank held Waste Management as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.