First Command Financial Services’s Root ROOT Stock Holding History

First Command Financial Services’s Portfolio ROOT Stock Details ROOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$98	Hold	11	–	–	﹤0.01%	413
2023 Q1	$50	Hold	11	–	–	﹤0.01%	376
2022 Q4	$1K	Hold	11	–	–	﹤0.01%	385
2022 Q3	$1K	Hold	11	–	–	﹤0.01%	382
2022 Q2	$1K	Hold	11	–	–	﹤0.01%	428
2022 Q1	$1K	Hold	11	–	–	﹤0.01%	403
2021 Q4	$1K	Hold	11	–	–	﹤0.01%	430
2021 Q3	$1K	Hold	11	–	–	﹤0.01%	441
2021 Q2	$2K	Hold	11	–	–	﹤0.01%	411
2021 Q1	$3K	Hold	11	–	–	﹤0.01%	399
2020 Q4	$3K	Buy	+11	New	+$3.63K	﹤0.01%	344

Other funds holding ROOT

RCGI

Ribbit Capital GP IV Palo Alto, California $15.6M AUM 103.62% 1-Year Est. Return

SFG

SVB Financial Group Dallas, Texas $434K AUM 277.67% 1-Year Est. Return

SLG

Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return

Schusterman Interests Tulsa, Oklahoma $391M AUM 33.81% 1-Year Est. Return

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

Galileo PTC Road Town, Tortola, British Virgin Islands $1.02B AUM 48.04% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

DIG

Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

GCP

GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

First Command Financial Services's ROOT Position: Q2 2023 in Review

First Command Financial Services held its Root (ROOT) position steady in Q2 2023 at 11 shares worth $98. The position accounts for ﹤0.01% of the portfolio, ranked #413.

First Command Financial Services first reported a position in ROOT in Q4 2020 and has held it in 11 quarters since. The position peaked at $3K in Q1 2021. 63 funds tracked by Wall St. Rank hold ROOT as of Q2 2023.

First Command Financial Services held 11 shares of Root worth $98 as of Q2 2023.
First Command Financial Services left its Root share count unchanged in Q2 2023.
Root made up ﹤0.01% of First Command Financial Services's portfolio in Q2 2023, its #413 holding.
First Command Financial Services first reported a position in Root in Q4 2020 and has held it in 11 quarters since.
First Command Financial Services's Root position peaked at $3K in Q1 2021.
63 funds tracked by Wall St. Rank held Root as of Q2 2023.

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