EW
WCN

Evoke Wealth’s Waste Connections WCN Stock Holding History

Evoke Wealth’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
Q2 		– Sell
-3,030
Closed -$421K – 382
2023
Q1 		$421K Hold
3,030
– – 0.02% 231
2022
Q4 		$402K Buy
+3,030
New +$412K 0.01% 243
2022
Q1 		– Sell
-186
Closed -$25K – 1262
2021
Q4 		$25K Hold
186
– – ﹤0.01% 650
2021
Q3 		$23K Hold
186
– – ﹤0.01% 621
2021
Q2 		$22K Hold
186
– – ﹤0.01% 641
2021
Q1 		$20K Buy
+186
New +$18.9K ﹤0.01% 595

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
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
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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Evoke Wealth's WCN Position: Q2 2023 in Review

Evoke Wealth sold out of Waste Connections (WCN) in Q2 2023, closing a stake of 3,030 shares — an estimated $421K sold.

Evoke Wealth first reported a position in WCN in Q1 2021 and held it in 6 quarters. The position peaked at $421K in Q1 2023. 606 funds tracked by Wall St. Rank hold WCN as of Q2 2023.

  • Evoke Wealth reported no remaining Waste Connections position as of Q2 2023 after selling out during the quarter.
  • Evoke Wealth sold 3,030 Waste Connections shares in Q2 2023, an estimated $421K.
  • Evoke Wealth first reported a position in Waste Connections in Q1 2021 and held it in 6 quarters.
  • Evoke Wealth's Waste Connections position peaked at $421K in Q1 2023.
  • 606 funds tracked by Wall St. Rank held Waste Connections as of Q2 2023.

Based on Evoke Wealth's 13F filing for Q2 2023, filed 9 Aug 2023.