Wealthcare Capital Management’s Waste Management WM Stock Holding History

Wealthcare Capital Management’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 Q2	–	Sell	-624	Closed	-$81K	–	674
2021 Q1	$81K	Buy	+624	New	+$72.9K	0.01%	110
2020 Q2	–	Sell	-626	Closed	-$58K	–	249
2020 Q1	$58K	Sell	626 -34	-5%	-$3.9K	0.01%	83
2019 Q4	$75K	Buy	660 +36	+6%	+$4.07K	0.01%	90
2019 Q3	$72K	Hold	624	–	–	0.01%	87
2019 Q2	$72K	Hold	624	–	–	0.01%	86
2019 Q1	$65K	Hold	624	–	–	0.01%	88
2018 Q4	$56K	Hold	624	–	–	0.01%	87
2018 Q3	$56K	Hold	624	–	–	0.01%	86
2018 Q2	$51K	Hold	624	–	–	0.01%	84
2018 Q1	$52K	Hold	624	–	–	0.01%	81
2017 Q4	$54K	Hold	624	–	–	0.01%	82
2017 Q3	$49K	Hold	624	–	–	0.01%	81
2017 Q2	$46K	Hold	624	–	–	0.01%	83
2017 Q1	$46K	Hold	624	–	–	0.01%	83
2016 Q4	$44K	Hold	624	–	–	0.01%	81
2016 Q3	$40K	Hold	624	–	–	﹤0.01%	82
2016 Q2	$41K	Hold	624	–	–	﹤0.01%	78
2016 Q1	$37K	Hold	624	–	–	﹤0.01%	88
2015 Q4	$33K	Hold	624	–	–	﹤0.01%	97
2015 Q3	$31K	Hold	624	–	–	﹤0.01%	109
2015 Q2	$29K	Sell	624 -10,192	-94%	-$512K	﹤0.01%	135
2015 Q1	$587K	Buy	10,816 +10,192	+1,633%	+$542K	0.07%	45
2014 Q4	$32K	Buy	624 +24	+4%	+$1.17K	﹤0.01%	99
2014 Q3	$29K	Hold	600	–	–	﹤0.01%	101
2014 Q2	$27K	Hold	600	–	–	﹤0.01%	102
2014 Q1	$25K	Hold	600	–	–	﹤0.01%	101
2013 Q4	$27K	Hold	600	–	–	﹤0.01%	59
2013 Q3	$25K	Hold	600	–	–	﹤0.01%	57
2013 Q2	$24K	Buy	+600	New	+$24.2K	﹤0.01%	62

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

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

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

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

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

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Wealthcare Capital Management's WM Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Waste Management (WM) in Q2 2021, closing a stake of 624 shares — an estimated $81K sold.

Wealthcare Capital Management first reported a position in WM in Q2 2013 and held it in 29 quarters. The position peaked at $587K in Q1 2015. 1,521 funds tracked by Wall St. Rank hold WM as of Q2 2021.

Wealthcare Capital Management reported no remaining Waste Management position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 624 Waste Management shares in Q2 2021, an estimated $81K.
Wealthcare Capital Management first reported a position in Waste Management in Q2 2013 and held it in 29 quarters.
Wealthcare Capital Management's Waste Management position peaked at $587K in Q1 2015.
1,521 funds tracked by Wall St. Rank held Waste Management as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.