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Tiedemann Advisors’s Waste Management WM Stock Holding History

Tiedemann 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
2020
Q2 		– Sell
-3,348
Closed -$310K – 318
2020
Q1 		$310K Buy
+3,348
New +$384K 0.02% 236
2019
Q2 		– Sell
-8,793
Closed -$913K – 429
2019
Q1 		$913K Buy
8,793
+155
+2% +$15.1K 0.04% 225
2018
Q4 		$769K Buy
+8,638
New +$776K 0.04% 237
2017
Q2 		– Sell
-3,048
Closed -$222K – 459
2017
Q1 		$222K Buy
+3,048
New +$218K 0.02% 356

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Tiedemann Advisors's WM Position: Q2 2020 in Review

Tiedemann Advisors sold out of Waste Management (WM) in Q2 2020, closing a stake of 3,348 shares — an estimated $310K sold.

Tiedemann Advisors first reported a position in WM in Q1 2017 and held it in 4 quarters. The position peaked at $913K in Q1 2019. 1,355 funds tracked by Wall St. Rank hold WM as of Q2 2020.

  • Tiedemann Advisors reported no remaining Waste Management position as of Q2 2020 after selling out during the quarter.
  • Tiedemann Advisors sold 3,348 Waste Management shares in Q2 2020, an estimated $310K.
  • Tiedemann Advisors first reported a position in Waste Management in Q1 2017 and held it in 4 quarters.
  • Tiedemann Advisors's Waste Management position peaked at $913K in Q1 2019.
  • 1,355 funds tracked by Wall St. Rank held Waste Management as of Q2 2020.

Based on Tiedemann Advisors's 13F filing for Q2 2020, filed 5 Aug 2020.