Financial Advocates Investment Management’s Waste Connections WCN Stock Holding History

Financial Advocates Investment 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
2025 Q2	–	Sell	-1,606	Closed	-$313K	–	783
2025 Q1	$313K	Sell	1,606 -10	-0.6%	-$1.85K	0.02%	550
2024 Q4	$277K	Sell	1,616 -429	-21%	-$78K	0.02%	613
2024 Q3	$366K	Sell	2,045 -167	-8%	-$30.2K	0.02%	549
2024 Q2	$388K	Sell	2,212 -26	-1%	-$4.34K	0.02%	503
2024 Q1	$385K	Buy	2,238 +19	+0.9%	+$3.05K	0.02%	517
2023 Q4	$331K	Sell	2,219 -42	-2%	-$5.77K	0.02%	521
2023 Q3	$305K	Buy	2,261 +426	+23%	+$59.6K	0.02%	517
2023 Q2	$262K	Sell	1,835 -34	-2%	-$4.74K	0.02%	557
2023 Q1	$260K	Sell	1,869 -213	-10%	-$28.4K	0.02%	597
2022 Q4	$276K	Buy	+2,082	New	+$283K	0.02%	583

Other funds holding WCN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Financial Advocates Investment Management's WCN Position: Q2 2025 in Review

Financial Advocates Investment Management sold out of Waste Connections (WCN) in Q2 2025, closing a stake of 1,606 shares — an estimated $313K sold.

Financial Advocates Investment Management first reported a position in WCN in Q4 2022 and held it in 10 quarters. The position peaked at $388K in Q2 2024. 767 funds tracked by Wall St. Rank hold WCN as of Q2 2025.

Financial Advocates Investment Management reported no remaining Waste Connections position as of Q2 2025 after selling out during the quarter.
Financial Advocates Investment Management sold 1,606 Waste Connections shares in Q2 2025, an estimated $313K.
Financial Advocates Investment Management first reported a position in Waste Connections in Q4 2022 and held it in 10 quarters.
Financial Advocates Investment Management's Waste Connections position peaked at $388K in Q2 2024.
767 funds tracked by Wall St. Rank held Waste Connections as of Q2 2025.

Based on Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.