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SVA Wealth Management’s Waste Management WM Stock Holding History

SVA Wealth Management’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
Q4 		$366K Buy
3,106
+400
+15% +$46.6K 0.03% 190
2020
Q3 		$306K Sell
2,706
-100
-4% -$11.1K 0.03% 175
2020
Q2 		$297K Sell
2,806
-147
-5% -$14.8K 0.03% 173
2020
Q1 		$273K Buy
2,953
+300
+11% +$34.4K 0.03% 170
2019
Q4 		$302K Sell
2,653
-450
-15% -$50.8K 0.03% 178
2019
Q3 		$357K Hold
3,103
– – 0.04% 166
2019
Q2 		$358K Buy
3,103
+284
+10% +$30.8K 0.04% 170
2019
Q1 		$293K Hold
2,819
– – 0.03% 187
2018
Q4 		$251K Hold
2,819
– – 0.03% 189
2018
Q3 		$255K Sell
2,819
-205
-7% -$18.2K 0.03% 198
2018
Q2 		$246K Buy
+3,024
New +$250K 0.03% 197
2015
Q2 		– Sell
-3,862
Closed -$209K – 212
2015
Q1 		$209K Sell
3,862
-2,528
-40% -$135K 0.04% 201
2014
Q4 		$328K Sell
6,390
-7,715
-55% -$376K 0.12% 145
2014
Q3 		$670K Sell
14,105
-367
-3% -$16.8K 0.29% 84
2014
Q2 		$647K Sell
14,472
-82
-0.6% -$3.57K 0.28% 82
2014
Q1 		$612K Buy
14,554
+7,732
+113% +$324K 0.29% 80
2013
Q4 		$306K Buy
+6,822
New +$298K 0.18% 115

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

SVA Wealth Management's WM Position: Q4 2020 in Review

SVA Wealth Management increased its Waste Management (WM) stake by 15% in Q4 2020, buying an estimated $46.6K and bringing the position to 3,106 shares worth $366K. The position accounts for 0.03% of the portfolio, ranked #190.

SVA Wealth Management first reported a position in WM in Q4 2013 and has held it in 17 quarters since. The position peaked at $670K in Q3 2014. 1,456 funds tracked by Wall St. Rank hold WM as of Q4 2020.

  • SVA Wealth Management held 3,106 shares of Waste Management worth $366K as of Q4 2020.
  • SVA Wealth Management bought 400 Waste Management shares in Q4 2020, an estimated $46.6K.
  • Waste Management made up 0.03% of SVA Wealth Management's portfolio in Q4 2020, its #190 holding.
  • SVA Wealth Management first reported a position in Waste Management in Q4 2013 and has held it in 17 quarters since.
  • SVA Wealth Management's Waste Management position peaked at $670K in Q3 2014.
  • 1,456 funds tracked by Wall St. Rank held Waste Management as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.