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Sterling Financial Planning’s Waste Management WM Stock Holding History

Sterling Financial Planning’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
Q4 		– Sell
-98
Closed -$15K – 402
2021
Q3 		$15K Hold
98
– – 0.01% 286
2021
Q2 		$14K Hold
98
– – 0.01% 277
2021
Q1 		$13K Hold
98
– – 0.01% 260
2020
Q4 		$12K Buy
+98
New +$11.4K 0.01% 249

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
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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Sterling Financial Planning's WM Position: Q4 2021 in Review

Sterling Financial Planning sold out of Waste Management (WM) in Q4 2021, closing a stake of 98 shares — an estimated $15K sold.

Sterling Financial Planning first reported a position in WM in Q4 2020 and held it in 4 quarters. The position peaked at $15K in Q3 2021. 1,695 funds tracked by Wall St. Rank hold WM as of Q4 2021.

  • Sterling Financial Planning reported no remaining Waste Management position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 98 Waste Management shares in Q4 2021, an estimated $15K.
  • Sterling Financial Planning first reported a position in Waste Management in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's Waste Management position peaked at $15K in Q3 2021.
  • 1,695 funds tracked by Wall St. Rank held Waste Management as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.