CWA
WCN

CM Wealth Advisors’s Waste Connections WCN Stock Holding History

CM 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
2024
Q2 		– Sell
-2,135
Closed -$354K – 181
2024
Q1 		$354K Buy
+2,135
New +$343K 0.1% 116
2023
Q3 		– Sell
-2,836
Closed -$401K – 175
2023
Q2 		$401K Sell
2,836
-24,484
-90% -$3.42M 0.13% 79
2023
Q1 		$3.83M Buy
+27,320
New +$3.64M 0.74% 14

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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

CM Wealth Advisors's WCN Position: Q2 2024 in Review

CM Wealth Advisors sold out of Waste Connections (WCN) in Q2 2024, closing a stake of 2,135 shares — an estimated $354K sold.

CM Wealth Advisors first reported a position in WCN in Q1 2023 and held it in 3 quarters. The position peaked at $3.83M in Q1 2023. 697 funds tracked by Wall St. Rank hold WCN as of Q2 2024.

  • CM Wealth Advisors reported no remaining Waste Connections position as of Q2 2024 after selling out during the quarter.
  • CM Wealth Advisors sold 2,135 Waste Connections shares in Q2 2024, an estimated $354K.
  • CM Wealth Advisors first reported a position in Waste Connections in Q1 2023 and held it in 3 quarters.
  • CM Wealth Advisors's Waste Connections position peaked at $3.83M in Q1 2023.
  • 697 funds tracked by Wall St. Rank held Waste Connections as of Q2 2024.

Based on CM Wealth Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.