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First Capital Advisors Group’s Waste Management WM Stock Holding History

First Capital Advisors 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
2023
Q2 		$14.6K Buy
+84
New +$13.9K 0.01% 474
2018
Q2 		– Sell
-5
Closed – – 772
2018
Q1 		$0 Buy
+5
New +$429 ﹤0.01% 894

Other funds holding WM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

First Capital Advisors Group's WM Position: Q2 2023 in Review

First Capital Advisors Group opened a new position in Waste Management (WM) in Q2 2023: 84 shares worth $14.6K. The stake represents 0.01% of the portfolio and ranks #474 among its holdings. This is a return to the name: First Capital Advisors Group previously reported a position in WM as recently as Q1 2018.

First Capital Advisors Group first reported a position in WM in Q1 2018 and has held it in 2 quarters since. 1,770 funds tracked by Wall St. Rank hold WM as of Q2 2023.

  • First Capital Advisors Group held 84 shares of Waste Management worth $14.6K as of Q2 2023.
  • Waste Management was a new First Capital Advisors Group position in Q2 2023.
  • Waste Management made up 0.01% of First Capital Advisors Group's portfolio in Q2 2023, its #474 holding.
  • First Capital Advisors Group first reported a position in Waste Management in Q1 2018 and has held it in 2 quarters since.
  • 1,770 funds tracked by Wall St. Rank held Waste Management as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.