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Strategic Investment Advisors’s Waste Management WM Stock Holding History

Strategic Investment 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
2020
Q3 		– Sell
-2,828
Closed -$299K – 190
2020
Q2 		$299K Buy
2,828
+8
+0.3% +$808 0.11% 133
2020
Q1 		$261K Buy
2,820
+107
+4% +$12.3K 0.12% 131
2019
Q4 		$309K Buy
2,713
+261
+11% +$29.5K 0.13% 128
2019
Q3 		$282K Buy
2,452
+136
+6% +$15.9K 0.14% 119
2019
Q2 		$266K Buy
2,316
+239
+12% +$25.9K 0.15% 113
2019
Q1 		$216K Buy
+2,077
New +$203K 0.15% 121

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

Strategic Investment Advisors's WM Position: Q3 2020 in Review

Strategic Investment Advisors sold out of Waste Management (WM) in Q3 2020, closing a stake of 2,828 shares — an estimated $299K sold.

Strategic Investment Advisors first reported a position in WM in Q1 2019 and held it in 6 quarters. The position peaked at $309K in Q4 2019. 1,361 funds tracked by Wall St. Rank hold WM as of Q3 2020.

  • Strategic Investment Advisors reported no remaining Waste Management position as of Q3 2020 after selling out during the quarter.
  • Strategic Investment Advisors sold 2,828 Waste Management shares in Q3 2020, an estimated $299K.
  • Strategic Investment Advisors first reported a position in Waste Management in Q1 2019 and held it in 6 quarters.
  • Strategic Investment Advisors's Waste Management position peaked at $309K in Q4 2019.
  • 1,361 funds tracked by Wall St. Rank held Waste Management as of Q3 2020.

Based on Strategic Investment Advisors's 13F filing for Q3 2020, filed 14 Oct 2020.