9WM
WCN

9258 Wealth Management’s Waste Connections WCN Stock Holding History

9258 Wealth Management’s Portfolio WCN Stock Details WCN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$254K Buy
1,419
+109
+8% +$19.7K 0.04% 298
2024
Q2 		$230K Buy
1,310
+1
+0.1% +$167 0.04% 309
2024
Q1 		$225K Buy
+1,309
New +$210K 0.04% 309

Other funds holding WCN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

9258 Wealth Management's WCN Position: Q3 2024 in Review

9258 Wealth Management increased its Waste Connections (WCN) stake by 8.3% in Q3 2024, buying an estimated $19.7K and bringing the position to 1,419 shares worth $254K. The position accounts for 0.04% of the portfolio, ranked #298.

9258 Wealth Management first reported a position in WCN in Q1 2024 and has held it in 3 quarters since. 730 funds tracked by Wall St. Rank hold WCN as of Q3 2024.

  • 9258 Wealth Management held 1,419 shares of Waste Connections worth $254K as of Q3 2024.
  • 9258 Wealth Management bought 109 Waste Connections shares in Q3 2024, an estimated $19.7K.
  • Waste Connections made up 0.04% of 9258 Wealth Management's portfolio in Q3 2024, its #298 holding.
  • 9258 Wealth Management first reported a position in Waste Connections in Q1 2024 and has held it in 3 quarters since.
  • 730 funds tracked by Wall St. Rank held Waste Connections as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.