LWA
WCN

Lineweaver Wealth Advisors’s Waste Connections WCN Stock Holding History

Lineweaver 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
2023
Q1 		– Sell
-4,957
Closed -$657K – 143
2022
Q4 		$657K Buy
+4,957
New +$674K 0.2% 81

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 $153B AUM 38.14% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Lineweaver Wealth Advisors's WCN Position: Q1 2023 in Review

Lineweaver Wealth Advisors sold out of Waste Connections (WCN) in Q1 2023, closing a stake of 4,957 shares — an estimated $657K sold.

Lineweaver Wealth Advisors first reported a position in WCN in Q4 2022 and held it in 1 quarter. The position peaked at $657K in Q4 2022. 602 funds tracked by Wall St. Rank hold WCN as of Q1 2023.

  • Lineweaver Wealth Advisors reported no remaining Waste Connections position as of Q1 2023 after selling out during the quarter.
  • Lineweaver Wealth Advisors sold 4,957 Waste Connections shares in Q1 2023, an estimated $657K.
  • Lineweaver Wealth Advisors first reported a position in Waste Connections in Q4 2022 and held it in 1 quarter.
  • Lineweaver Wealth Advisors's Waste Connections position peaked at $657K in Q4 2022.
  • 602 funds tracked by Wall St. Rank held Waste Connections as of Q1 2023.

Based on Lineweaver Wealth Advisors's 13F filing for Q1 2023, filed 2 May 2023.