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Squar Milner Financial Services’s Waste Management WM Stock Holding History

Squar Milner Financial Services’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
2020
Q3 		– Sell
-4,171
Closed -$442K – 198
2020
Q2 		$442K Hold
4,171
– – 0.25% 107
2020
Q1 		$386K Sell
4,171
-156
-4% -$17.9K 0.23% 98
2019
Q4 		$493K Sell
4,327
-63
-1% -$7.12K 0.25% 90
2019
Q3 		$497K Buy
4,390
+57
+1% +$6.66K 0.25% 99
2019
Q2 		$500K Buy
4,333
+2,262
+109% +$245K 0.34% 65
2019
Q1 		$215K Buy
2,071
+1,155
+126% +$113K 0.16% 156
2018
Q4 		$82K Hold
916
– – 0.08% 247
2018
Q3 		$83K Hold
916
– – 0.07% 256
2018
Q2 		$75K Buy
+916
New +$75.8K 0.07% 282

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Squar Milner Financial Services's WM Position: Q3 2020 in Review

Squar Milner Financial Services sold out of Waste Management (WM) in Q3 2020, closing a stake of 4,171 shares — an estimated $442K sold.

Squar Milner Financial Services first reported a position in WM in Q2 2018 and held it in 9 quarters. The position peaked at $500K in Q2 2019. 1,362 funds tracked by Wall St. Rank hold WM as of Q3 2020.

  • Squar Milner Financial Services reported no remaining Waste Management position as of Q3 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 4,171 Waste Management shares in Q3 2020, an estimated $442K.
  • Squar Milner Financial Services first reported a position in Waste Management in Q2 2018 and held it in 9 quarters.
  • Squar Milner Financial Services's Waste Management position peaked at $500K in Q2 2019.
  • 1,362 funds tracked by Wall St. Rank held Waste Management as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.