Strategic Wealth Management Group’s Waste Management WM Stock Holding History

Strategic Wealth Management 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 Q2	$500K	Hold	3,566	–	–	0.18%	70
2021 Q1	$460K	Buy	3,566 +1	+0%	+$117	0.18%	73
2020 Q4	$420K	Buy	3,565 +30	+0.8%	+$3.5K	0.18%	71
2020 Q3	$400K	Buy	3,535 +63	+2%	+$6.96K	0.19%	68
2020 Q2	$368K	Hold	3,472	–	–	0.22%	61
2020 Q1	$321K	Sell	3,472 -290	-8%	-$33.3K	0.24%	54
2019 Q4	$429K	Hold	3,762	–	–	0.28%	50
2019 Q3	$433K	Buy	3,762 +290	+8%	+$33.9K	0.31%	45
2019 Q2	$401K	Hold	3,472	–	–	0.31%	46
2019 Q1	$361K	Hold	3,472	–	–	0.3%	52
2018 Q4	$309K	Buy	+3,472	New	+$312K	0.3%	53

Other funds holding WM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Strategic Wealth Management Group's WM Position: Q2 2021 in Review

Strategic Wealth Management Group held its Waste Management (WM) position steady in Q2 2021 at 3,566 shares worth $500K. The position accounts for 0.18% of the portfolio, ranked #70.

Strategic Wealth Management Group first reported a position in WM in Q4 2018 and has held it in 11 quarters since. 1,521 funds tracked by Wall St. Rank hold WM as of Q2 2021.

Strategic Wealth Management Group held 3,566 shares of Waste Management worth $500K as of Q2 2021.
Strategic Wealth Management Group left its Waste Management share count unchanged in Q2 2021.
Waste Management made up 0.18% of Strategic Wealth Management Group's portfolio in Q2 2021, its #70 holding.
Strategic Wealth Management Group first reported a position in Waste Management in Q4 2018 and has held it in 11 quarters since.
1,521 funds tracked by Wall St. Rank held Waste Management as of Q2 2021.

Based on Strategic Wealth Management Group's 13F filing for Q2 2021, filed 13 Aug 2021.