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Tru Independence Asset Management 2’s Waste Management WM Stock Holding History

Tru Independence Asset Management 2’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
Q1 		– Sell
-721
Closed -$85K – 419
2020
Q4 		$85K Buy
+721
New +$84.1K 0.07% 128

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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
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
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

Tru Independence Asset Management 2's WM Position: Q1 2021 in Review

Tru Independence Asset Management 2 sold out of Waste Management (WM) in Q1 2021, closing a stake of 721 shares — an estimated $85K sold.

Tru Independence Asset Management 2 first reported a position in WM in Q4 2020 and held it in 1 quarter. The position peaked at $85K in Q4 2020. 1,489 funds tracked by Wall St. Rank hold WM as of Q1 2021.

  • Tru Independence Asset Management 2 reported no remaining Waste Management position as of Q1 2021 after selling out during the quarter.
  • Tru Independence Asset Management 2 sold 721 Waste Management shares in Q1 2021, an estimated $85K.
  • Tru Independence Asset Management 2 first reported a position in Waste Management in Q4 2020 and held it in 1 quarter.
  • Tru Independence Asset Management 2's Waste Management position peaked at $85K in Q4 2020.
  • 1,489 funds tracked by Wall St. Rank held Waste Management as of Q1 2021.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2021, filed 19 May 2021.