Teamwork Financial Advisors’s Waste Management WM Stock Holding History

Teamwork Financial 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
2022 Q1	–	Sell	-1,468	Closed	-$245K	–	339
2021 Q4	$245K	Sell	1,468 -32	-2%	-$5.14K	0.05%	263
2021 Q3	$224K	Sell	1,500 -27	-2%	-$4.04K	0.04%	253
2021 Q2	$214K	Sell	1,527 -1,481	-49%	-$205K	0.04%	235
2021 Q1	$388K	Buy	3,008 +940	+45%	+$110K	0.09%	166
2020 Q4	$244K	Buy	2,068 +68	+3%	+$7.93K	0.06%	179
2020 Q3	$226K	Sell	2,000 -2,322	-54%	-$257K	0.07%	166
2020 Q2	$458K	Sell	4,322 -4,510	-51%	-$455K	0.16%	116
2020 Q1	$817K	Sell	8,832 -1,917	-18%	-$220K	0.51%	40
2019 Q4	$1.23M	Buy	+10,749	New	+$1.21M	0.73%	28

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Teamwork Financial Advisors's WM Position: Q1 2022 in Review

Teamwork Financial Advisors sold out of Waste Management (WM) in Q1 2022, closing a stake of 1,468 shares — an estimated $245K sold.

Teamwork Financial Advisors first reported a position in WM in Q4 2019 and held it in 9 quarters. The position peaked at $1.23M in Q4 2019. 1,660 funds tracked by Wall St. Rank hold WM as of Q1 2022.

Teamwork Financial Advisors reported no remaining Waste Management position as of Q1 2022 after selling out during the quarter.
Teamwork Financial Advisors sold 1,468 Waste Management shares in Q1 2022, an estimated $245K.
Teamwork Financial Advisors first reported a position in Waste Management in Q4 2019 and held it in 9 quarters.
Teamwork Financial Advisors's Waste Management position peaked at $1.23M in Q4 2019.
1,660 funds tracked by Wall St. Rank held Waste Management as of Q1 2022.

Based on Teamwork Financial Advisors's 13F filing for Q1 2022, filed 18 Apr 2022.