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Tobias Financial Advisors’s Waste Management WM Stock Holding History

Tobias 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
2020
Q1 		– Sell
-188
Closed -$21K – 294
2019
Q4 		$21K Buy
+188
New +$21.2K 0.01% 141

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Tobias Financial Advisors's WM Position: Q1 2020 in Review

Tobias Financial Advisors sold out of Waste Management (WM) in Q1 2020, closing a stake of 188 shares — an estimated $21K sold.

Tobias Financial Advisors first reported a position in WM in Q4 2019 and held it in 1 quarter. The position peaked at $21K in Q4 2019. 1,324 funds tracked by Wall St. Rank hold WM as of Q1 2020.

  • Tobias Financial Advisors reported no remaining Waste Management position as of Q1 2020 after selling out during the quarter.
  • Tobias Financial Advisors sold 188 Waste Management shares in Q1 2020, an estimated $21K.
  • Tobias Financial Advisors first reported a position in Waste Management in Q4 2019 and held it in 1 quarter.
  • Tobias Financial Advisors's Waste Management position peaked at $21K in Q4 2019.
  • 1,324 funds tracked by Wall St. Rank held Waste Management as of Q1 2020.

Based on Tobias Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.