NFA
WCN

Northwest Financial Advisors’s Waste Connections WCN Stock Holding History

Northwest Financial 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
2024
Q4 		– Sell
-114
Closed -$20.3K – 543
2024
Q3 		$20.3K Buy
+114
New +$20.6K 0.02% 317
2024
Q1 		– Sell
-113
Closed -$16.9K – 530
2023
Q4 		$16.9K Buy
+113
New +$15.5K 0.01% 323

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

Northwest Financial Advisors's WCN Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Waste Connections (WCN) in Q4 2024, closing a stake of 114 shares — an estimated $20.3K sold.

Northwest Financial Advisors first reported a position in WCN in Q4 2023 and held it in 2 quarters. The position peaked at $20.3K in Q3 2024. 737 funds tracked by Wall St. Rank hold WCN as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Waste Connections position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 114 Waste Connections shares in Q4 2024, an estimated $20.3K.
  • Northwest Financial Advisors first reported a position in Waste Connections in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Waste Connections position peaked at $20.3K in Q3 2024.
  • 737 funds tracked by Wall St. Rank held Waste Connections as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.