AWE
WCN

Avidian Wealth Enterprises’s Waste Connections WCN Stock Holding History

Avidian Wealth Enterprises’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
2023
Q3 		– Sell
-2,904
Closed -$415K – 429
2023
Q2 		$415K Sell
2,904
-616
-18% -$85.9K 0.03% 294
2023
Q1 		$490K Buy
3,520
+4
+0.1% +$532 0.03% 297
2022
Q4 		$466K Buy
3,516
+385
+12% +$52.4K 0.03% 286
2022
Q3 		$423K Buy
3,131
+3
+0.1% +$409 0.03% 262
2022
Q2 		$388K Buy
3,128
+1,022
+49% +$133K 0.03% 303
2022
Q1 		$294K Buy
2,106
+3
+0.1% +$384 0.02% 392
2021
Q4 		$287K Buy
2,103
+2
+0.1% +$266 0.02% 414
2021
Q3 		$265K Buy
2,101
+3
+0.1% +$379 0.02% 314
2021
Q2 		$251K Buy
2,098
+3
+0.1% +$357 0.02% 333
2021
Q1 		$226K Sell
2,095
-10
-0.5% -$1.02K 0.02% 328
2020
Q4 		$216K Buy
2,105
+3
+0.1% +$310 0.02% 290
2020
Q3 		$218K Buy
+2,102
New +$210K 0.02% 260

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Avidian Wealth Enterprises's WCN Position: Q3 2023 in Review

Avidian Wealth Enterprises sold out of Waste Connections (WCN) in Q3 2023, closing a stake of 2,904 shares — an estimated $415K sold.

Avidian Wealth Enterprises first reported a position in WCN in Q3 2020 and held it in 12 quarters. The position peaked at $490K in Q1 2023. 607 funds tracked by Wall St. Rank hold WCN as of Q3 2023.

  • Avidian Wealth Enterprises reported no remaining Waste Connections position as of Q3 2023 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 2,904 Waste Connections shares in Q3 2023, an estimated $415K.
  • Avidian Wealth Enterprises first reported a position in Waste Connections in Q3 2020 and held it in 12 quarters.
  • Avidian Wealth Enterprises's Waste Connections position peaked at $490K in Q1 2023.
  • 607 funds tracked by Wall St. Rank held Waste Connections as of Q3 2023.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2023, filed 13 Oct 2023.