KWM
WCN

Kingsview Wealth Management’s Waste Connections WCN Stock Holding History

Kingsview 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
-1,515
Closed -$271K – 1195
2024
Q3 		$271K Buy
1,515
+90
+6% +$16.3K 0.01% 921
2024
Q2 		$250K Buy
1,425
+81
+6% +$13.5K 0.01% 906
2024
Q1 		$231K Buy
+1,344
New +$216K 0.01% 919

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

Kingsview Wealth Management's WCN Position: Q4 2024 in Review

Kingsview Wealth Management sold out of Waste Connections (WCN) in Q4 2024, closing a stake of 1,515 shares — an estimated $271K sold.

Kingsview Wealth Management first reported a position in WCN in Q1 2024 and held it in 3 quarters. The position peaked at $271K in Q3 2024. 737 funds tracked by Wall St. Rank hold WCN as of Q4 2024.

  • Kingsview Wealth Management reported no remaining Waste Connections position as of Q4 2024 after selling out during the quarter.
  • Kingsview Wealth Management sold 1,515 Waste Connections shares in Q4 2024, an estimated $271K.
  • Kingsview Wealth Management first reported a position in Waste Connections in Q1 2024 and held it in 3 quarters.
  • Kingsview Wealth Management's Waste Connections position peaked at $271K in Q3 2024.
  • 737 funds tracked by Wall St. Rank held Waste Connections as of Q4 2024.

Based on Kingsview Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.