SEC 13F Intelligence

First Personal Financial Services / WM

First Personal Financial Services’s Waste Mgmt Inc Del Position

Does First Personal Financial Services own Waste Mgmt Inc Del (WM)? Yes66.1K shares worth $14M (+2.90% of its 13F portfolio) as of Q3 2024, down from 67.3K shares the prior filed quarter.

Position Value
$14M
Q3 2024
Shares
66.1K
% of Portfolio
+2.90%
Quarters Held
24
currently held

Position History WM

Reported value by quarter
Q4 ’18: $5MQ4 ’18Q1 ’19: $5MQ2 ’19: $6MQ3 ’19: $6MQ3 ’19Q4 ’19: $6MQ1 ’20: $5MQ2 ’20: $6MQ2 ’20Q3 ’20: $7MQ4 ’20: $7MQ1 ’21: $8MQ1 ’21Q2 ’21: $9MQ3 ’21: $10MQ4 ’21: $11MQ4 ’21Q1 ’22: $10MQ2 ’22: $10MQ3 ’22: $10MQ3 ’22Q4 ’22: $10MQ1 ’23: $11MQ2 ’23: $12MQ2 ’23Q3 ’23: $11MQ4 ’23: $12MQ1 ’24: $14MQ1 ’24Q2 ’24: $14MQ3 ’24: $14Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 202466.1K$14M+2.90%
Q2 202467.3K$14M+3.25%
Q1 202466.8K$14M+3.30%
Q4 202368.9K$12M+3.00%
Q3 202369.6K$11M+2.76%
Q2 202368.0K$12M+2.93%
Q1 202366.9K$11M+2.83%
Q4 202266.0K$10M+2.81%
Q3 202264.0K$10M+2.98%
Q2 202264.6K$10M+2.77%
Q1 202265.8K$10M+2.43%
Q4 202164.7K$11M+2.42%
Q3 202164.7K$10M+2.40%
Q2 202164.0K$9M+2.29%
Q1 202163.3K$8M+2.23%
Q4 202061.2K$7M+2.06%
Q3 202059.6K$7M+2.14%
Q2 202057.1K$6M+2.07%
Q1 202057.0K$5M+2.04%
Q4 201952.6K$6M+1.94%
Q3 201953.4K$6M+1.91%
Q2 201951.8K$6M+1.71%
Q1 201952.1K$5M+1.65%
Q4 201853.0K$5M+1.63%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See First Personal Financial Services’s full portfolio or all institutional holders of WM.