First Command Bank’s Waste Management WM Stock Holding History

First Command Bank’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	$292K	Hold	1,681	–	–	0.03%	113
2023 Q1	$274K	Sell	1,681 -324	-16%	-$49.6K	0.03%	108
2022 Q4	$315K	Sell	2,005 -31	-2%	-$4.99K	0.04%	95
2022 Q3	$326K	Hold	2,036	–	–	0.05%	95
2022 Q2	$311K	Buy	2,036 +243	+14%	+$38.1K	0.05%	95
2022 Q1	$284K	Buy	1,793 +56	+3%	+$8.49K	0.04%	114
2021 Q4	$259K	Hold	1,737	–	–	0.04%	123
2021 Q3	$259K	Hold	1,737	–	–	0.04%	123
2021 Q2	$243K	Sell	1,737 -200	-10%	-$27.6K	0.03%	126
2021 Q1	$250K	Hold	1,937	–	–	0.05%	112
2020 Q4	$228K	Hold	1,937	–	–	0.06%	110
2020 Q3	$219K	Hold	1,937	–	–	0.06%	102
2020 Q2	$205K	Sell	1,937 -100	-5%	-$10.1K	0.07%	103
2020 Q1	$189K	Buy	2,037 +100	+5%	+$11.5K	0.1%	110
2019 Q4	$221K	Buy	1,937 +195	+11%	+$22K	0.1%	117
2019 Q3	$200K	Hold	1,742	–	–	0.1%	118
2019 Q2	$201K	Hold	1,742	–	–	0.1%	117
2019 Q1	$181K	Buy	1,742 +532	+44%	+$51.9K	0.09%	119
2018 Q4	$108K	Hold	1,210	–	–	0.06%	146
2018 Q3	$109K	Buy	1,210 +93	+8%	+$8.25K	0.03%	146
2018 Q2	$91K	Sell	1,117 -42	-4%	-$3.48K	0.03%	151
2018 Q1	$97.5K	Hold	1,159	–	–	0.05%	147
2017 Q4	$100K	Hold	1,159	–	–	0.06%	146
2017 Q3	$91K	Buy	1,159 +31	+3%	+$2.36K	0.06%	140
2017 Q2	$83K	Buy	1,128 +42	+4%	+$3.06K	0.05%	147
2017 Q1	$79K	Hold	1,086	–	–	0.06%	147
2016 Q4	$77K	Buy	+1,086	New	+$72.6K	0.06%	150

Other funds holding WM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

First Command Bank's WM Position: Q2 2023 in Review

First Command Bank held its Waste Management (WM) position steady in Q2 2023 at 1,681 shares worth $292K. The position accounts for 0.03% of the portfolio, ranked #113.

First Command Bank first reported a position in WM in Q4 2016 and has held it in 27 quarters since. The position peaked at $326K in Q3 2022. 1,770 funds tracked by Wall St. Rank hold WM as of Q2 2023.

First Command Bank held 1,681 shares of Waste Management worth $292K as of Q2 2023.
First Command Bank left its Waste Management share count unchanged in Q2 2023.
Waste Management made up 0.03% of First Command Bank's portfolio in Q2 2023, its #113 holding.
First Command Bank first reported a position in Waste Management in Q4 2016 and has held it in 27 quarters since.
First Command Bank's Waste Management position peaked at $326K in Q3 2022.
1,770 funds tracked by Wall St. Rank held Waste Management as of Q2 2023.

Based on First Command Bank's 13F filing for Q2 2023, filed 21 Jul 2023.