Summit Wealth & Retirement Planning’s Waste Management WM Stock Holding History

Summit Wealth & Retirement 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 Q2	–	Sell	-4,350	Closed	-$561K	–	101
2021 Q1	$561K	Hold	4,350	–	–	0.21%	69
2020 Q4	$513K	Hold	4,350	–	–	0.19%	80
2020 Q3	$492K	Hold	4,350	–	–	0.21%	73
2020 Q2	$461K	Hold	4,350	–	–	0.22%	76
2020 Q1	$403K	Hold	4,350	–	–	0.22%	79
2019 Q4	$496K	Hold	4,350	–	–	0.22%	81
2019 Q3	$500K	Hold	4,350	–	–	0.3%	70
2019 Q2	$502K	Hold	4,350	–	–	0.29%	74
2019 Q1	$452K	Sell	4,350 -52	-1%	-$5.07K	0.27%	85
2018 Q4	$392K	Buy	+4,402	New	+$395K	0.3%	71

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

Summit Wealth & Retirement Planning's WM Position: Q2 2021 in Review

Summit Wealth & Retirement Planning sold out of Waste Management (WM) in Q2 2021, closing a stake of 4,350 shares — an estimated $561K sold.

Summit Wealth & Retirement Planning first reported a position in WM in Q4 2018 and held it in 10 quarters. The position peaked at $561K in Q1 2021. 1,521 funds tracked by Wall St. Rank hold WM as of Q2 2021.

Summit Wealth & Retirement Planning reported no remaining Waste Management position as of Q2 2021 after selling out during the quarter.
Summit Wealth & Retirement Planning sold 4,350 Waste Management shares in Q2 2021, an estimated $561K.
Summit Wealth & Retirement Planning first reported a position in Waste Management in Q4 2018 and held it in 10 quarters.
Summit Wealth & Retirement Planning's Waste Management position peaked at $561K in Q1 2021.
1,521 funds tracked by Wall St. Rank held Waste Management as of Q2 2021.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2021, filed 13 Aug 2021.