CFFP
WCN

Center for Financial Planning’s Waste Connections WCN Stock Holding History

Center for Financial Planning’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
2022
Q3 		– Sell
-4
Closed – – 689
2022
Q2 		$0 Sell
4
-3
-43% -$389 ﹤0.01% 565
2022
Q1 		$1K Hold
7
– – ﹤0.01% 528
2021
Q4 		$1K Buy
+7
New +$930 ﹤0.01% 529

Other funds holding WCN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 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

Center for Financial Planning's WCN Position: Q3 2022 in Review

Center for Financial Planning sold out of Waste Connections (WCN) in Q3 2022, closing a stake of 4 shares.

Center for Financial Planning first reported a position in WCN in Q4 2021 and held it in 3 quarters. The position peaked at $1K in Q1 2022. 568 funds tracked by Wall St. Rank hold WCN as of Q3 2022.

  • Center for Financial Planning reported no remaining Waste Connections position as of Q3 2022 after selling out during the quarter.
  • Center for Financial Planning sold 4 Waste Connections shares in Q3 2022.
  • Center for Financial Planning first reported a position in Waste Connections in Q4 2021 and held it in 3 quarters.
  • Center for Financial Planning's Waste Connections position peaked at $1K in Q1 2022.
  • 568 funds tracked by Wall St. Rank held Waste Connections as of Q3 2022.

Based on Center for Financial Planning's 13F filing for Q3 2022, filed 14 Oct 2022.