JPWM
WCN

Jamison Private Wealth Management’s Waste Connections WCN Stock Holding History

Jamison Private Wealth 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
2024
Q4 		– Sell
-98
Closed -$17.5K – 483
2024
Q3 		$17.5K Hold
98
– – ﹤0.01% 312
2024
Q2 		$17.2K Hold
98
– – ﹤0.01% 298
2024
Q1 		$16.9K Hold
98
– – ﹤0.01% 304
2023
Q4 		$14.6K Hold
98
– – ﹤0.01% 288
2023
Q3 		$13.2K Buy
+98
New +$13.7K ﹤0.01% 286

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Jamison Private Wealth Management's WCN Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of Waste Connections (WCN) in Q4 2024, closing a stake of 98 shares — an estimated $17.5K sold.

Jamison Private Wealth Management first reported a position in WCN in Q3 2023 and held it in 5 quarters. The position peaked at $17.5K in Q3 2024. 737 funds tracked by Wall St. Rank hold WCN as of Q4 2024.

  • Jamison Private Wealth Management reported no remaining Waste Connections position as of Q4 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 98 Waste Connections shares in Q4 2024, an estimated $17.5K.
  • Jamison Private Wealth Management first reported a position in Waste Connections in Q3 2023 and held it in 5 quarters.
  • Jamison Private Wealth Management's Waste Connections position peaked at $17.5K in Q3 2024.
  • 737 funds tracked by Wall St. Rank held Waste Connections as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.