First National Bank of South Miami’s Waste Management WM Stock Holding History

First National Bank of South Miami’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
2022 Q2	–	Sell	-12	Closed	-$2K	–	353
2022 Q1	$2K	Hold	12	–	–	﹤0.01%	335
2021 Q4	$2K	Hold	12	–	–	﹤0.01%	352
2021 Q3	$2K	Hold	12	–	–	﹤0.01%	332
2021 Q2	$2K	Hold	12	–	–	﹤0.01%	325
2021 Q1	$2K	Hold	12	–	–	﹤0.01%	300
2020 Q4	$1K	Buy	+12	New	+$1.4K	﹤0.01%	300

Other funds holding WM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

First National Bank of South Miami's WM Position: Q2 2022 in Review

First National Bank of South Miami sold out of Waste Management (WM) in Q2 2022, closing a stake of 12 shares — an estimated $2K sold.

First National Bank of South Miami first reported a position in WM in Q4 2020 and held it in 6 quarters. The position peaked at $2K in Q1 2022. 1,674 funds tracked by Wall St. Rank hold WM as of Q2 2022.

First National Bank of South Miami reported no remaining Waste Management position as of Q2 2022 after selling out during the quarter.
First National Bank of South Miami sold 12 Waste Management shares in Q2 2022, an estimated $2K.
First National Bank of South Miami first reported a position in Waste Management in Q4 2020 and held it in 6 quarters.
First National Bank of South Miami's Waste Management position peaked at $2K in Q1 2022.
1,674 funds tracked by Wall St. Rank held Waste Management as of Q2 2022.

Based on First National Bank of South Miami's 13F filing for Q2 2022, filed 13 Jul 2022.