CWA
WCN

Carolina Wealth Advisors’s Waste Connections WCN Stock Holding History

Carolina Wealth Advisors’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
Q1 		– Sell
-13
Closed -$2.23K – 315
2024
Q4 		$2.23K Hold
13
– – ﹤0.01% 239
2024
Q3 		$2.33K Buy
+13
New +$2.35K ﹤0.01% 274

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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Carolina Wealth Advisors's WCN Position: Q1 2025 in Review

Carolina Wealth Advisors sold out of Waste Connections (WCN) in Q1 2025, closing a stake of 13 shares — an estimated $2.23K sold.

Carolina Wealth Advisors first reported a position in WCN in Q3 2024 and held it in 2 quarters. The position peaked at $2.33K in Q3 2024. 739 funds tracked by Wall St. Rank hold WCN as of Q1 2025.

  • Carolina Wealth Advisors reported no remaining Waste Connections position as of Q1 2025 after selling out during the quarter.
  • Carolina Wealth Advisors sold 13 Waste Connections shares in Q1 2025, an estimated $2.23K.
  • Carolina Wealth Advisors first reported a position in Waste Connections in Q3 2024 and held it in 2 quarters.
  • Carolina Wealth Advisors's Waste Connections position peaked at $2.33K in Q3 2024.
  • 739 funds tracked by Wall St. Rank held Waste Connections as of Q1 2025.

Based on Carolina Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.