Avantax Advisory Services’s Waste Connections WCN Stock Holding History

Avantax Advisory Services’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
2025 Q2	$574K	Sell	3,073 -8	-0.3%	-$1.54K	﹤0.01%	1505
2025 Q1	$601K	Buy	3,081 +26	+0.9%	+$4.81K	﹤0.01%	1386
2024 Q4	$524K	Sell	3,055 -636	-17%	-$116K	﹤0.01%	1411
2024 Q3	$660K	Sell	3,691 -718	-16%	-$130K	﹤0.01%	1242
2024 Q2	$773K	Buy	+4,409	New	+$737K	0.01%	1121

Other funds holding WCN

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Avantax Advisory Services's WCN Position: Q2 2025 in Review

Avantax Advisory Services reduced its Waste Connections (WCN) stake by 0.26% in Q2 2025, selling an estimated $1.54K and leaving 3,073 shares worth $574K. The position accounts for ﹤0.01% of the portfolio, ranked #1505.

Avantax Advisory Services first reported a position in WCN in Q2 2024 and has held it in 5 quarters since. The position peaked at $773K in Q2 2024. 767 funds tracked by Wall St. Rank hold WCN as of Q2 2025.

Avantax Advisory Services held 3,073 shares of Waste Connections worth $574K as of Q2 2025.
Avantax Advisory Services sold 8 Waste Connections shares in Q2 2025, an estimated $1.54K.
Waste Connections made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1505 holding.
Avantax Advisory Services first reported a position in Waste Connections in Q2 2024 and has held it in 5 quarters since.
Avantax Advisory Services's Waste Connections position peaked at $773K in Q2 2024.
767 funds tracked by Wall St. Rank held Waste Connections as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.