BWM
WCN

BerganKDV Wealth Management’s Waste Connections WCN Stock Holding History

BerganKDV 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
2020
Q3 		– Sell
-208
Closed -$20K – 1020
2020
Q2 		$20K Buy
+208
New +$18.5K ﹤0.01% 460

Other funds holding WCN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BerganKDV Wealth Management's WCN Position: Q3 2020 in Review

BerganKDV Wealth Management sold out of Waste Connections (WCN) in Q3 2020, closing a stake of 208 shares — an estimated $20K sold.

BerganKDV Wealth Management first reported a position in WCN in Q2 2020 and held it in 1 quarter. The position peaked at $20K in Q2 2020. 451 funds tracked by Wall St. Rank hold WCN as of Q3 2020.

  • BerganKDV Wealth Management reported no remaining Waste Connections position as of Q3 2020 after selling out during the quarter.
  • BerganKDV Wealth Management sold 208 Waste Connections shares in Q3 2020, an estimated $20K.
  • BerganKDV Wealth Management first reported a position in Waste Connections in Q2 2020 and held it in 1 quarter.
  • BerganKDV Wealth Management's Waste Connections position peaked at $20K in Q2 2020.
  • 451 funds tracked by Wall St. Rank held Waste Connections as of Q3 2020.

Based on BerganKDV Wealth Management's 13F filing for Q3 2020, filed 5 Nov 2020.