SWG
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Summit Wealth Group’s Waste Management WM Stock Holding History

Summit Wealth 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
Q3 		– Sell
-55
Closed -$8K – 219
2021
Q2 		$8K Hold
55
– – 0.01% 111
2021
Q1 		$7K Buy
+55
New +$6.43K 0.01% 112

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Summit Wealth Group's WM Position: Q3 2021 in Review

Summit Wealth Group sold out of Waste Management (WM) in Q3 2021, closing a stake of 55 shares — an estimated $8K sold.

Summit Wealth Group first reported a position in WM in Q1 2021 and held it in 2 quarters. The position peaked at $8K in Q2 2021. 1,544 funds tracked by Wall St. Rank hold WM as of Q3 2021.

  • Summit Wealth Group reported no remaining Waste Management position as of Q3 2021 after selling out during the quarter.
  • Summit Wealth Group sold 55 Waste Management shares in Q3 2021, an estimated $8K.
  • Summit Wealth Group first reported a position in Waste Management in Q1 2021 and held it in 2 quarters.
  • Summit Wealth Group's Waste Management position peaked at $8K in Q2 2021.
  • 1,544 funds tracked by Wall St. Rank held Waste Management as of Q3 2021.

Based on Summit Wealth Group's 13F filing for Q3 2021, filed 12 Nov 2021.