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tru Independence’s Waste Management WM Stock Holding History

tru Independence’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
-123
Closed -$14 – 717
2020
Q4 		$14 Sell
123
-28
-19% -$3.27K ﹤0.01% 560
2020
Q3 		$17K Hold
151
– – ﹤0.01% 261
2020
Q2 		$16 Hold
151
– – ﹤0.01% 536
2020
Q1 		$14 Hold
151
– – ﹤0.01% 406
2019
Q4 		$14K Buy
+151
New +$17.1K ﹤0.01% 526

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
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's WM Position: Q1 2021 in Review

tru Independence sold out of Waste Management (WM) in Q1 2021, closing a stake of 123 shares — an estimated $14 sold.

tru Independence first reported a position in WM in Q4 2019 and held it in 5 quarters. The position peaked at $17K in Q3 2020. 1,489 funds tracked by Wall St. Rank hold WM as of Q1 2021.

  • tru Independence reported no remaining Waste Management position as of Q1 2021 after selling out during the quarter.
  • tru Independence sold 123 Waste Management shares in Q1 2021, an estimated $14.
  • tru Independence first reported a position in Waste Management in Q4 2019 and held it in 5 quarters.
  • tru Independence's Waste Management position peaked at $17K in Q3 2020.
  • 1,489 funds tracked by Wall St. Rank held Waste Management as of Q1 2021.

Based on tru Independence's 13F filing for Q1 2021, filed 20 May 2021.