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Woodard & Company Asset Management Group’s Waste Management WM Stock Holding History

Woodard & Company Asset Management Group’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
2018
Q4 		– Sell
-670
Closed -$61K – 234
2018
Q3 		$61K Sell
670
-225
-25% -$20K 0.06% 85
2018
Q2 		$72.8K Hold
895
– – 0.07% 73
2018
Q1 		$76K Hold
895
– – 0.07% 72
2017
Q4 		$77K Buy
+895
New +$72.9K 0.07% 77

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Woodard & Company Asset Management Group's WM Position: Q4 2018 in Review

Woodard & Company Asset Management Group sold out of Waste Management (WM) in Q4 2018, closing a stake of 670 shares — an estimated $61K sold.

Woodard & Company Asset Management Group first reported a position in WM in Q4 2017 and held it in 4 quarters. The position peaked at $77K in Q4 2017. 1,190 funds tracked by Wall St. Rank hold WM as of Q4 2018.

  • Woodard & Company Asset Management Group reported no remaining Waste Management position as of Q4 2018 after selling out during the quarter.
  • Woodard & Company Asset Management Group sold 670 Waste Management shares in Q4 2018, an estimated $61K.
  • Woodard & Company Asset Management Group first reported a position in Waste Management in Q4 2017 and held it in 4 quarters.
  • Woodard & Company Asset Management Group's Waste Management position peaked at $77K in Q4 2017.
  • 1,190 funds tracked by Wall St. Rank held Waste Management as of Q4 2018.

Based on Woodard & Company Asset Management Group's 13F filing for Q4 2018, filed 1 Feb 2019.